Taxes

• Charitable Giving
  Alger is a large proponent of charitable giving, including devoting our efforts to improving the community around us. We hold regular events during which interns and employees help with community building and benefit from team building that takes place when we leave the office, roll up our sleeves and work for a good cause.
• Roth IRA
• Income Tax
  Form 1099-DIV reports gross dividends, capital gain distributions, federal income tax withheld and foreign taxes paid (if any). This information must be reported to the IRS on your federal income tax return, whether they were paid in cash or reinvested in additional Fund shares.

Investment

• Investment Management
  We strive to deliver consistently superior investment results for our clients. Investment management is our only business. We believe our independence enables us to remain true to our investment beliefs.
• Mutual Funds
  €‹â€‹Important Information for US Investors: This material must be accompanied by the most recent fund fact sheet(s) if used in connection with the sale of mutual fund and ETF shares. Fred Alger & Company, LLC serves as distributor of the Alger mutual funds.

Planning

• Financial Planning
  Alger provides its employees with numerous ways to save and invest, including a comprehensive 401(k) with a generous employer match, financial planning tools, automatic investing plan and more. Underlying our financial wellness program is a strong educational platform.
• Asset Management
  Dr. Ankur Crawford is Executive Vice President and Portfolio Manager of the Alger Capital Appreciation, Alger Focus Equity, and Alger Spectra strategies. She joined Alger in September 2004 and has 20 years of investment experience. Ankur began her career at Alger as a Research Associate and successfully completed Alger’s in-house analyst training program. Over the next several years, Ankur was promoted to Associate Analyst, Analyst, and, ultimately, Senior Analyst. She was named portfolio manager of the Alger Mid Cap Growth strategies in 2010 and promoted to Head of the Technology sector team in January 2013 (until April 2016). In 2015, Ankur was added as a portfolio manager of the Alger Capital Appreciation, Alger Focus Equity and Alger Spectra strategies. Ankur is a member of The Alger Partners Plan. During her tenure at Alger, she has been featured and quoted in InvestmentNews, Investor’s Business Daily and Fortune. In 2022, Ankur was named a “See It, Be It Role Model†by InvestmentNews as part of their Excellence in Diversity, Equity & Inclusion Awards. In 2020, Ankur was recognized as a “Top Women in Asset Management†honoree by Money Management Executive. Ankur was elected to the board of The Knowledge House, a Bronx-based charity with the mission of teaching underprivileged communities a skill set in technology that enables them to enter the “gig†economy. Ankur earned a B.S. in both Mechanical Engineering and Materials Science and Engineering from the University of California, Berkeley and also received an M.S. and a Ph.D. in Materials Science and Engineering from Stanford University. Ankur was awarded a fellowship from the prestigious Intel PhD Fellowship Program and worked as an engineer with Intel. She was also awarded a fellowship from the National Academy of Sciences, Engineering and Medicine. In addition, Ankur holds several U.S. patents.