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Alger Spectra A
27.53
-0.15
-0.54%
SPECX概述
本页面提供Alger Spectra Fund Class A的详细介绍，帮助您了解SPECX的高管、总资产、投资策略和联系方式等信息。
联络信息
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Daniel C. Chung | CEO, CIO, Portfolio Manager | 2021 | now |
| 背景介紹 | Dan Chung, CFA is Chief Executive Officer, Chief Investment Officer and Portfolio Manager of several Alger strategies. Dan joined Alger in 1994 and has 27 years of investment experience. He was named Chief Investment Officer in September 2001, President in 2003, and CEO in 2006. Dan is also a member of The Alger Partners Plan. Throughout his tenure at Alger, he has made numerous TV appearances on Bloomberg, CNBC, and Fox Business. Dan has also been featured and quoted frequently in Barron’s, Citywire, Forbes, Investment News, Pensions & Investments, and USA Today. Prior to joining Alger, Dan was an associate at Simpson Thacher & Bartlett LLP in New York City in 1989 while he earned an LL.M. from New York University. He earned his J.D. magna cum laude from Harvard Law School in 1987, where he was an editor of the Harvard Law Review. After graduating, he served as law clerk for the Honorable Justice Anthony M. Kennedy, United States Supreme Court. Dan graduated from Stanford University with B.A. and B.S. degrees, with Distinction and Phi Beta Kappa, in 1984. Dan is also a CFA charterholder and a member of the CFA Institute. Dan currently serves as a board trustee and former chairman of The Nature Conservancy in the State of New York and is a Global Campaign Committee Member of The Nature Conservancy. He is also actively involved with the Stanford in New York Internship Program, and frequently contributes to and supports various charitable organizations including the Harlem Education Activities Fund (HEAF) and Target Margin Theater. | ||
| Ankur Crawford | Executive Vice President, Portfolio Manager | 2015 | now |
| 背景介紹 | Dr. Ankur Crawford is Executive Vice President and Portfolio Manager of the Alger Capital Appreciation, Alger Focus Equity, and Alger Spectra Strategies and launched the Alger Concentrated Equity Strategy in 2024. She joined Alger in September 2004 and has 20 years of investment experience. Ankur began her career at Alger as a Research Associate and successfully completed Alger’s in-house analyst training program. Over the next several years, Ankur was promoted to Associate Analyst, Analyst, and, ultimately, Senior Analyst. She was named portfolio manager of the Alger Mid Cap Growth strategies in 2010 and promoted to Head of the Technology sector team in January 2013 (until April 2016). In 2015, Ankur was added as a portfolio manager of the Alger Capital Appreciation, Alger Focus Equity and Alger Spectra strategies and is a member of The Alger Partners Plan. During her tenure at Alger, she has been featured and quoted in InvestmentNews, Investor’s Business Daily, Fortune, CNBC, Bloomberg, and Fox News. In 2022, Ankur was named a “See It, Be It Role Model” by InvestmentNews as part of their Excellence in Diversity, Equity & Inclusion Awards. In 2020, Ankur was recognized as a “Top Women in Asset Management” honoree by Money Management Executive. Ankur was elected to the board of The Knowledge House, a Bronx-based charity with the mission of teaching underprivileged communities a skill set in technology that enables them to enter the “gig” economy. Ankur was awarded a fellowship from the prestigious Intel PhD Fellowship Program and worked as an engineer with Intel. She holds several U.S. patents and was also awarded a fellowship from the National Academy of Sciences, Engineering and Medicine. Ankur earned a B.S. in both Mechanical Engineering and Materials Science and Engineering from the University of California, Berkeley and also received an M.S. and a Ph.D. in Materials Science and Engineering from Stanford University. | ||
| Patrick Kelly | EVP, Portfolio Manager, Head of Capital Appreciation & Spectra Strategies | 2004 | now |
| 背景介紹 | Patrick Kelly is Executive Vice President, Portfolio Manager and Head of Alger Capital Appreciation, and Spectra Strategies, which includes Alger Focus Equity. He joined Alger in 1999 and has 27 years of investment experience. He began his career at Alger as a Research Associate and completed Alger’s in-house analyst training program. In early 2001, Patrick was promoted to Associate Analyst and Assistant Vice President, and then ultimately Senior Analyst, responsible for the Technology sector. Patrick was named Portfolio Manager of the Alger Capital Appreciation and Alger Spectra Strategies in 2004, was named Head of Alger Capital Appreciation and Alger Spectra Strategies in 2015 and in 2024 launched the Alger AI Enablers & Adopters Strategy. Additionally, Patrick is a member of The Alger Partners Plan. During his tenure at Alger, he has been featured and quoted in a number of publications such as: Barron’s, Investor’s Business Daily, Citywire, Bloomberg, and Fortune. Prior to joining Alger, Patrick was an investment banking analyst with SG Cowen. He earned his B.S from Georgetown University where he graduated with honors. Patrick is a CFA charterholder and a member of the CFA Institute. | ||
| Teresa McRoberts | Senior Vice President | 2004 | 2005 |
| 背景介紹 | Teresa McRoberts is Senior Vice President, Senior Analyst, and Portfolio Manager. She first joined Alger in 1994. Before rejoining Alger in 2015, Teresa was the portfolio manager at Bienville Health Science Partners, a company she founded. Her previous experience includes health care portfolio manager roles at Galleon Group, Carlyle Blue Wave Partners, and Tribeca Global Management (Citigroup). Prior to that, she returned to Alger in 2001 as Senior Health Care Analyst and Portfolio Manager. Before returning to Alger, she was a portfolio manager and principal at Morgan Stanley. Her prior experience includes working as a health care analyst at Alger, and analyst and corporate finance roles at JP Morgan. Teresa earned her B.A. from Oberlin College and her M.B.A. from Columbia University. | ||
| David Hyun | Senior Research Analyst | 2001 | 2004 |
| 背景介紹 | Mr. Hyun has over twenty-one years of investment industry experience and has research responsibilities for the Large and Mid Cap Growth teams. Prior to joining AGI Capital via a predecessor affiliate in 2009, he was a trader at Schottenfeld Group and a portfolio manager and senior research analyst at Fred Alger Management. Previously he was a portfolio manager at OppenheimerFunds. Mr. Hyun earned his B.A. from Dartmouth College. | ||
| Seilai Khoo | Senior Vice President and portfolio manager | 2000 | 2001 |
| 背景介紹 | Khoo is senior vice president and portfolio manager with Fred Alger Asset Management. Prior to joining the firm, she served as a securities analyst with RHO Management and a financial analyst for Refco. Khoo holds the Chartered Financial Analyst designation. | ||
| David D. Alger | executive vice president/director | 1974 | 2001 |
| 背景介紹 | Alger has been employed by Alger Management as executive vice president and director of research since 1971 and later president since 1995. Previously, he spent two years as a special situations analyst with Lombard, Vitalis, Paganucci & Nelson, and one year as a securities analyst with Irving Trust Company. | ||
| David Hyun | Senior Research Analyst | 1998 | 2000 |
| 背景介紹 | Mr. Hyun has over twenty-one years of investment industry experience and has research responsibilities for the Large and Mid Cap Growth teams. Prior to joining AGI Capital via a predecessor affiliate in 2009, he was a trader at Schottenfeld Group and a portfolio manager and senior research analyst at Fred Alger Management. Previously he was a portfolio manager at OppenheimerFunds. Mr. Hyun earned his B.A. from Dartmouth College. | ||
| Ronald Tartaro | Portfolio Manager | 1997 | 1998 |
| 背景介紹 | Tartaro is a portfolio manager with Fred Alger Management. He holds the Chartered Financial Analyst designation. | ||
| Seilai Khoo | Senior Vice President and portfolio manager | 1997 | 1998 |
| 背景介紹 | Khoo is senior vice president and portfolio manager with Fred Alger Asset Management. Prior to joining the firm, she served as a securities analyst with RHO Management and a financial analyst for Refco. Khoo holds the Chartered Financial Analyst designation. | ||
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