Our guest this week is Ankur Crawford. Ankur is a senior vice president and portfolio manager at Fred Alger Management, based in New York City. Ankur comanages the Alger Capital Appreciation Fund, which is highly regarded by Morningstar’s Manager Research Team, among other US large-cap growth equity strategies. She’s also the sole manager in the Alger Concentrated Equity Strategy, which is available as both an ETF and a traditional mutual fund. Prior to joining Alger in 2004, Ankur worked as an engineer at Intel and earned a PhD in material science and engineering from Stanford.

Background

Market Volatility

“Bad News Is Good News for the Market Again, Says Alger’s Ankur Crawford,” Closing Bell interview, cnbc.com, May 14, 2024.

“The ‘Magnificent 7’ Should Have Another Good Earnings Season, Says Alger’s Ankur Crawford,” Closing Bell interview, cnbc.com, June 20, 2024.

Artificial Intelligence

“AI and the Declining Cost to Create,” by Ankur Crawford and Patrick Kelly, alger.com.

“Empowering Intelligence,” by Ankur Crawford and Patrick Kelly, alger.com.

“Still Very Early on in the AI Megacycle, Says Alger’s Crawford,” Squawk on the Street interview, youtube.com, Feb. 15, 2024.

“AI Adoption Looks Like ‘Structural Imperative’ for all Companies, Says Alger’s Ankur Crawford,” Closing Bell interview, youtube.com.

Other

Cadence Design Systems

Martin Marietta Materials

Ankur Crawford: ‘When Software Begins to Write Software, Innovation Is Exponential’

The Long View