Q&A with Brad Neuman of Alger
Senior Vice President, Director of Market Strategy
Principal Series:
For over 50 years, Alger has remained an independent company, maintaining the legacy and continuity of a singular vision: identifying and investing in Positive Dynamic Change.
Innovation and associated disruption feature as themes in our portfolios. The accelerating pace of change seen in companies across sector and industry has highlighted the strength of our expertise.
Join us for a private Family Office Insights Webinar/Teleconference featuring Alger; Innovation as an Asset Class and the Role of Innovation as a Key Component of Portfolios.
April 8th at 2:15-3:15pm EST
RSVP & Confirmation Required
Family Office Insights is a voluntary, “opt-in” collaborative peer-to-peer community of single family offices, qualified investors and institutional investors. Join the community here www.familyofficeinsights.com
Why has innovation become increasingly important?
Innovation is accelerating across many areas of the economy, causing new products and services to diffuse through society faster and disrupt businesses at a greater pace. Research has shown that the most innovative companies outperform, creating interest in a new factor: Innovation. We believe that investors should consider their allocation to this new innovation factor as an important component of their portfolios.
What are the benefits of investing in innovation as an asset class?
We believe innovation has been the best performing factor over the past decade. All else equal, it also may reduce portfolio risk given its lower correlation to other styles and factors including growth.
Why is Alger best positioned to be able to identify and capitalize on the theme of innovation?
As a pioneer of growth equity investing, Alger has been on the leading edge of innovation for over half of a century. We believe that our time-tested philosophy, robust process and deep research team skilled in proprietary analysis will allow us to correctly identify winners and losers of innovation.
Brad Neuman of Alger
Bradford Neuman is Senior Vice President and Director of Market Strategy. He joined Alger in 2015 and has 21 years of experience. Before joining Alger, Brad was a Partner at Omega Advisors, where he managed investments in the consumer sector. Prior to that, he was a Managing Director at Glenview Capital where he had similar responsibilities. Earlier in his career, Brad was an Equity Research Associate Analyst at Credit Suisse focusing on equity market strategy, and prior to that he was responsible for covering the wireless telecommunications industry for the firm. He started his career as an Equity Research Associate at Schroder & Co. Brad earned his B.B.A. with High Distinction from Emory University in 1999. He is also a CFA charterholder and a member of the CFA Institute. Brad has appeared frequently on CNBC and has been quoted in Barron’s, The Wall Street Journal, Bloomberg, The Washington Post, Institutional Investor, Pensions & Investments, and MarketWatch. Contact Bradford: bneuman@alger.com