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You are here: Manager factsheet

Patrick Kelly

Alger Management Ltd
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Manager profile
Patrick Kelly is Executive Vice President, Portfolio Manager and Head of Alger Capital Appreciation and Spectra Strategies, which include Alger Focus Equity. He joined Alger in 1999 and has 23 years of investment experience. He began his career at Alger as a Research Associate and completed Alger’s in-house analyst training program. In early 2001, Patrick was promoted to Associate Analyst and Assistant Vice President, and then ultimately Senior Analyst, responsible for the Technology sector. Patrick was named Portfolio Manager of the Alger Capital Appreciation and Alger Spectra Strategies in 2004, and was named Head of Alger Capital Appreciation and Alger Spectra Strategies in 2015. Additionally, Patrick is a member of The Alger Partners Plan. Prior to joining Alger, Patrick was an investment banking analyst with SG Cowen. He earned his B.S from Georgetown University where he graduated with honors. Patrick is a CFA charterholder and a member of the CFA Institute.
Total return for Patrick Kelly
Discrete calendar year performance : Patrick Kelly

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Patrick Kelly 51.6 34.9 -29.2 19.5 38.2 27.6 3.7 16.6 18.5 2.6
Peer Group Composite 20.7 17.0 -11.1 24.4 15.3 22.9 -2.0 9.5 27.5 -1.7
Over / Under 30.9 17.9 -18.1 -4.9 22.9 4.7 5.7 7.1 -9.0 4.3
Performance vs peer group composite: Patrick Kelly
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Alger American Asset Growth Co-managed IA North America since Jul 14 1999 to present
Alger Focus Equity Co-managed IA North America since Mar 15 2019 to present
Funds managed previously
Fund Periods
Alger Dynamic Opportunities since Aug 08 2014 to Mar 01 2017
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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