LongKLACJun 2026
KLA Corporation
Alger views KLA as a high-quality semiconductor capital-equipment company whose inspection, metrology and process-control systems are increasingly important as chips become more…
Alger Growth & Income Fund
Primarily invests in U.S. growth equities with high dividend yield, consistent dividend growth, capital appreciation potential or the ability to return cash to investors.$892M AUM6 published ideas
The Alger Growth & Income Fund combines growth investing with an emphasis on dividends and shareholder cash returns. It seeks capital appreciation and current income and uses the S&P 500 Index as its benchmark.
Ideas from Alger Growth & Income Fund
LongGOOGLJun 2026
Alphabet Inc.
Alger sees Alphabet's broad consumer reach, technical depth and vertically integrated AI capabilities as advantages as cloud computing and AI workloads expand. Google Cloud has…
LongDELLJun 2026
Dell Technologies Inc.
Alger views Dell as an important enabler of the AI infrastructure buildout because enterprises and cloud customers need more computing capacity for increasingly complex…
LongXOMJun 2026
Exxon Mobil Corporation
Exxon Mobil gives the fund exposure to a large integrated energy company with oil and gas production, refining and chemicals operations. The company is the leading producer in…
LongCVXJun 2026
Chevron Corporation
Chevron gives the fund exposure to a global integrated energy company with worldwide upstream production complemented by refining and chemicals operations. Shares detracted from…
LongCMEJun 2026
CME Group Inc.
Alger views CME Group as important global financial infrastructure because of its deep liquidity, broad derivatives product set and central role in futures markets. Shares…
Letters covered
- Alger Growth & Income Fund Commentary - 2nd Quarter 2026June 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.