Alger Large Cap Growth Portfolio Class I-2 (AAGOX)

Overview

The advisor is adept at identifying and fostering the growth of companies with expansive product lines, markets, and robust financial resources, complemented by a strong depth of management. By focusing on such companies, the advisor aligns its investment strategy with businesses capable of sustained performance and growth. The strategic investment approach primarily centers on equity securities, particularly of those companies that, at the time of purchase, boast a market capitalization on par with or exceeding those within the Russell 1000 Growth Index. This index is renowned for its benchmarking of large-capitalization growth stocks, providing a clear standard against which the advisor measures potential investments. The commitment to investing a minimum of 80% of its net assets in these securities underscores a focused dedication to leveraging the potential of large-cap growth companies for the benefit of its stakeholders.

Products and Services

• Equity Securities Investment

Focused on the acquisition of equity securities, the advisor invests predominantly in companies that match or exceed the market capitalization criteria of the Russell 1000 Growth Index at the purchase time. This selective process ensures investments are made into companies with significant growth potential, broad market reach, and strong financial backing. By targeting these high-caliber companies, the advisor positions its portfolio for potential robust growth through capital appreciation.

• Russell 1000 Growth Index Benchmarking

The advisor utilizes the Russell 1000 Growth Index as a pivotal benchmark for its investment decisions. This index, which tracks the performance of large-capitalization growth stocks, serves as a critical reference point for assessing potential investments. The quarterly update of the index's market capitalization figures provides the advisor with a dynamic framework to adapt its investment strategy in alignment with the evolving landscape of the market. This methodology ensures that the investments remain relevant and poised for growth in the context of market trends and capitalization shifts.