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Alger Sicav - Alger Small Cap Focus Fund Class I Us (0P00017LNA)

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21.350 -0.070    -0.33%
22/05 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 104.34M
Type:  Fund
Market:  Luxembourg
Issuer:  La Française Asset Management
ISIN:  LU1339879915 
Asset Class:  Equity
Alger SICAV - Alger Small Cap Focus Fund Class I U 21.350 -0.070 -0.33%

0P00017LNA Overview

 
On this page you'll find an in-depth profile of Alger Sicav - Alger Small Cap Focus Fund Class I Us. Learn about the key management, total assets, investment strategy and contact information of 0P00017LNA among other information.
Category

US Small-Cap Equity

Total Assets

104.34M

Expenses

0.83%

Inception Date

Jan 29, 2016

Investment Strategy

The Sub-Fund is actively managed and seeks long-term capital appreciation by generally investing at least two thirds of its net assets in equity securities of companies that, at the time of purchase of the securities, have total market capitalization between: (1) the higher of: (a) US$5 billion; or (b) the company with the highest capitalization in the Russell 2000 Growth Index, at any time during the most recent 12-month period as reported by such index; or (c) the company with the highest capitalization in the MSCI USA Small Cap Index, at any time during the most recent 12-month period as reported by such index; (each of the Russell 2000 Growth Index and the MSCI USA Small Cap Index, an “Index” and together, the “Indexes”); and (2) the lower of: (a) the company in the Russell 2000 Growth Index with the lowest capitalization, at any time during the most recent 12-month period as reported by such Index; or (b) the company in the MSCI USA Small Cap Index with the lowest capitalization.

Contact Information

Address 78 Brook Street
London, W1K 5EF
United Kingdom
Phone -

Top Executives

Name Title Since Until
Amy Y. Zhang Executive Vice President, Portfolio Manager 2016 Now
Biography Amy Zhang, CFA is Executive Vice President and Portfolio Manager of the Alger Small Cap Focus, Alger Mid Cap Focus, Alger Mid Cap 40 and Alger Small Cap Growth Strategies. She joined Alger in 2015 and has 26 years of investment experience. Additionally, Amy is a member of The Alger Partners Plan. During her tenure at Alger, she has been featured and quoted in a number of publications such as: The Wall Street Journal, Barron’s, The New York Times, Citywire, Investor’s Business Daily, Bloomberg, Business Insider, Investment News, MarketWatch, China Business Network, Xinhua, Forbes, CNBC, and CNN. Prior to joining Alger, Amy worked at Brown Capital Management as a Partner, Managing Director, and Senior Portfolio Manager of its Brown Capital Small Company Strategy, including the Brown Capital Small Company Fund. Her previous experience includes working as a Portfolio Manager/Analyst at Epsilon Investment Management, Research Analyst at Templeton Worldwide, and Associate at Citicorp Securities. She is a former President of the CFA Society Baltimore and is currently chair of their Advisory Board. She served as a member on the Board of Directors, as well as Vice President and Programs Chair for the CFA Society of Stamford. Amy is a board member of the Mulan Club. Amy is also a member of the Board of Trustees of Manhattanville College, where she founded the AYZ STEM scholarship. Amy earned her B.A. from Manhattanville College, where she graduated summa cum laude. She earned her M.B.A. from Columbia Business School, where she was inducted into the Beta Gamma Sigma honor society and named to the Dean’s List. Amy is a CFA charterholder and a member of the CFA Institute.
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