Markets have recently been driven by a narrow set of AI-linked winners, but as these trends become widely recognized, the challenge is identifying what opportunities remain and what is already priced in. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, speaks with Dr. Ankur Crawford, executive vice president and portfolio manager at Alger, including the Alger Focus Equity Fund (ALGRX) and Alger Concentrated Equity ETF (CNEQ), about how she identifies positive dynamic change across both disruptive growth companies and businesses undergoing reinvention. They explore how a longer-term investment horizon helps distinguish durable growth from hype, the role of deep research and pricing power in building conviction and how valuation shapes opportunities in AI. They also discuss concentrated portfolio construction, risk management and what differentiates being early from being wrong. Recorded April 21.

 

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