Alger Health Sciences Fund - Keywords


FUND OVERVIEW

  • Long-Term Approach
  • Growth Investing
  • Long History of Strategy
  • Deep Sector Knowledge

INVESTMENT PHILOSOPHY

  • Not a Benchmark Hugger
  • Innovation Driven
  • Demand Driven
  • Regulation Focused
  • Wall Street Earnings Estimate Agnostic
  • Patient Investor

INVESTMENT FOCUS

  • Healthcare
  • Growth Analysis
  • Medicare Growth

INVESTMENT PROCESS

  • Bottom-Up Selection
  • Core Drivers
  • Event Focused
  • Contrarian
  • Risk Appetite Analysis
  • Political Environment Analysis

RESEARCH PROCESS

  • FDA Monitoring
  • ACA Health Insurance
  • Medical Meetings
  • Clinical Trials
  • Drug Prices
  • Obamacare

PORTFOLIO CONSTRUCTION

  • Diversified

RISK CONTROL

  • Downside Control
  • Idiosyncratic Risk
  • Position Size
  • Known Risks
  • Unexpected Risks
  • Management Trust