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Alger Small Cap Growth Portfolio Class I-2 (AASOX)
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16,86
+0,22
+1,32%
- Morningstar-värdering:
- Totala tillgångar: 146,66M
Alger Small Cap Growth I-2
16,86
+0,22
+1,32%
- Översikt
- Profil
- Historiska data
- Innehav
AASOX Översikt
På denna sida hittar du en djupgående profil av Alger Small Cap Growth Portfolio Class I-2. Läs om viktig ledning, totala tillgångar, investeringsstrategi och kontaktinformation om AASOX tillsammans med annan information.
Kontaktinformation
Verkställande ledning
| Namn | Titel | Sedan | Till |
|---|---|---|---|
| Daniel C. Chung | CEO, CIO, Portfolio Manager | 2016 | Nu |
| Biografi | 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. | ||
| Amy Y. Zhang | Executive Vice President, Portfolio Manager | 2015 | Nu |
| Biografi | 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. | ||
| Jill Greenwald | Managing Director | 2001 | 2016 |
| Biografi | Jill Greenwald, CFA has been employed by the Manager since 2004. She became a portfolio manager, a Senior Vice President, and a Senior Analyst in 2010. She served as a Vice President and an Analyst from 2007 to 2010. Jill first joined Alger in 1986 and returned to Alger in 2001. She began her career in Alger's analyst program, rising from Research Associate to Senior Analyst. She joined Prudential Equity Investors in 1992 where she was a Director. In 1993, she joined Chase Asset Management where she rose from Analyst to Managing Director and Senior Portfolio Manager of Chase Vista Small Cap Equity Fund and Co-Manager of Chase Vista Small Cap Opportunities Fund. She joined J&W Seligman & Co. as a Senior Vice President, Investment Officer and Co-Manager of Seligman Emerging Growth in 1999. Jill graduated with a B.A. from Yale University and earned her M.B.A. at New York University. Jill is a CFA charterholder and a member of the CFA Institute. | ||
| Bonnie Smithwick | Portfolio Manager | 2000 | 2001 |
| Biografi | Smithwick is a portfolio manager with Alger Management, her employer since June 2000. Previously, she was senior vice president and a financial analyst with Bramwell Capital Management from 1996 to 2000. Prior to that, she was sales director of worldwide security services for Citibank from 1993 to 1996. | ||
| Ronald Tartaro | Portfolio Manager | 1996 | 2000 |
| Biografi | Tartaro is a portfolio manager with Fred Alger Management. He holds the Chartered Financial Analyst designation. | ||
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