VIRTUAL EVENTS
Why investing in innovation matters now
Investors should consider an allocation to innovation, which could be a critical component of portfolios going forward. Innovation creates new products and services, many of which defy traditional categorization on the balance sheet. Join the experts at Alger for a product spotlight on their new innovation ETF, INVN, which tracks the Alger Russell Innovation Index. Developed in partnership with FTSE Russell, the Index aims to discover innovative companies by identifying the top 50 companies of the Russell 1000 with high ratios of research and development (R&D) expenditures relative to enterprise value (EV), along with other factors.
SUMMARY
Topics will include:
- Why the style classification system is broken, and no longer works as companies and economies evolve.
- Why innovation matters and will continue to matter in the decades to come.
- How to identify and quantify “off balance sheet” intangible assets.
SPEAKERS
Brad Neuman, CFA®
Senior Vice President, Director of Market StrategyAlger
Todd Rosenbluth
Head of ResearchVettaFi
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Important Disclosures
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.
The views expressed are the views of Fred Alger Management, LLC (“FAM”) and its affiliates as of April 2025. These views are subject to change at any time and may not represent the views of all portfolio management teams. These views should not be interpreted as a guarantee of the future performance of the markets, any security or any funds managed by FAM. These views are not meant to provide investment advice and should not be considered a recommendation to purchase or sell securities. Past performance is not indicative of future performance.
Risk Disclosures: Investing in the stock market involves risks, including the potential loss of principal. Growth stocks may be more volatile than other stocks as their prices tend to be higher in relation to their companies’ earnings and may be more sensitive to market, political, and economic developments. Investing in innovation is not without risk and there is no guarantee that investments in research and development will result in a company gaining market share or achieving enhanced revenue. Companies exploring new technologies may face regulatory, political or legal challenges that may adversely impact their competitive positioning and financial prospects. Developing technologies to displace older technologies or create new markets may not in fact do so, and there may be sector-specific risks. There will be winners and losers that emerge, and investors need to conduct a significant amount of due diligence on individual companies to assess these risks and opportunities.