"Consumers were stockpiling toothpaste and cleaning products for fear of having a shortage. Now, given the increased focus on sanitization, there may likely be ongoing demand for those products as wel...Show More
"Historically, students and families would be able to walk down the hall and get assistance from a tutor on campus. In this new environment, companies that can provide these same services digitally ma...Show More
"In a post-COVID world, we believe companies will have to be digital to survive." In our latest podcast, Portfolio Manager Patrick Kelly discusses how companies across sectors need to digitally transf...Show More
"Tech is pervasive in our portfolio, whether it's healthcare, industrial or consumer. For us, the digital transformation theme is now universal across sectors." In our latest podcast, Portfolio Manage...Show More
"Revolutions in digital education, artificial intelligence and efficiency methodologies are not U.S.-only technologies. China is racing to roll out 5G and other countries will be very close behind." I...Show More
"The reality is every so often a low-probability, high-impact event happens. And Covid-19 acutely reminds us that we need to be as prepared as possible." In our latest podcast, Weatherbie Specialized ...Show More
"Patients are happy with how telemedicine is working for them. Physicians are happy because their patients are happy and it keeps their business vibrant." In our latest podcast, Alger Analyst Matt Mar...Show More
"We think there's a discrepancy right now between high tech growth companies and value tech companies, and we think that discrepancy is pretty wide in terms of valuation." In our latest podcast, Alger...Show More
