Beyond the Mega Caps: What Advisors Should Be Watching Next – Alger – 7.1.26

Alger - Upcoming Webcast

Overview:

Title: Beyond the Mega Caps: What Advisors Should Be Watching Next
Date: Wednesday, July 1, 2026
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

In this webcast, we will:

  • Explore whether the growth opportunity set is broadening beyond mega-cap leaders, and what shifting market dynamics may mean for portfolio positioning.
  • Identify where opportunities may be emerging in mid-caps today, highlighting key themes, characteristics, and areas of innovation shaping the opportunity set.
  • Discuss why active management may be especially effective in mid-caps, where less coverage can create more opportunity to identify mispriced growth companies.

Accepted for 1 CFP / IWI / CFA CE Credit

Speaker:

Brandon Geisler Brandon Geisler Senior Vice President, Portfolio Manager Alger

Brandon Geisler is Senior Vice President and Portfolio Manager of the Mid Cap Growth Strategy. He joined Alger in 2022 and has 25 years of investment experience. Before joining Alger, Brandon was a Partner, Managing Director of Research, Portfolio Manager and Senior Securities Analyst for Marsico Capital Management, where he managed several billion dollars in large and mid cap U.S., global and focused growth portfolios for mutual fund, institutional and high net worth clients. During his tenure at Marsico, his insights into market trends and company fundamentals were highlighted and quoted in a number of publications such as Barron’s, The Wall Street Journal, Citywire and Bloomberg. His managed strategies were named to “Barron’s Top-Performing Sustainable Funds” in both 2021 and 2022. He began his career at Goldman Sachs, where he was a Vice President of Equity Research with experience in the consumer, technology and energy industries. Brandon currently serves as a board member of the Ronald McDonald House Charities of Denver. Brandon earned an honors B.S. and an M.B.A. from McMaster University.

For Financial Professional Use Only.

The views expressed are the views of Fred Alger Management, LLC (“FAM”) and its affiliates as of June 2026. 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.

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. A significant portion of assets may be invested in securities of companies in related sectors, and may be similarly affected by economic, political, or market events and conditions and may be more vulnerable to unfavorable sector developments. Investing in companies of medium capitalizations involves the risk that such issuers may have limited product lines or financial resources, lack management depth, or have limited liquidity. Foreign securities involve special risks including currency fluctuations, inefficient trading, political and economic instability, and increased volatility. At times, cash may be a larger position in the portfolio and may underperform relative to equity securities. 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.

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 and ETFs.

Alger pays compensation to third party marketers to sell various strategies to prospective investors.