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You are here: Manager factsheet

Amy Y. Zhang

Alger Management Ltd
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Manager profile
Amy Y. Zhang is Executive Vice President and Portfolio Manager of the Alger Small Cap Focus, Alger Mid Cap Focus, Alger Mid Cap 40 and Alger Small Cap Growth Strategies. She joined Alger in 2015 and has 26 years of investment experience. Additionally, Amy is a member of The Alger Partners Plan. In 2021, she also won the Women in Asset Management “Active US Equity Manager of the Year” award. In 2019, she was a “Women to Watch” honoree by InvestmentNews. In 2018, she was named a “Top Women in Asset Management” by Money Management Executive and one of The Wall Street Journal’s “Best Stock-Fund Managers” given the strong performance of her portfolios. Moreover, as a leader dedicated to opportunities for Asian women in professional fields, she was the recipient of the Charismatic Impactful Leadership Award of the Year in 2020, the “50 outstanding Asian Americans in Business Award 2019” and “The Mulan Award 2018.” Prior to joining Alger, Amy worked at Brown Capital Management as a Partner, Managing Director, and Senior Portfolio Manager of its Brown Capital Small Company Strategy, including the Brown Capital Small Company Fund. Her previous experience includes working as a Portfolio Manager/Analyst at Epsilon Investment Management, Research Analyst at Templeton Worldwide, and Associate at Citicorp Securities. She is a former President of the CFA Society Baltimore and is currently chair of their Advisory Board. She served as a member on the Board of Directors, as well as Vice President and Programs Chair for the CFA Society of Stamford. Amy is a board member of the Mulan Club. Amy is also a member of the Board of Trustees of Manhattanville College, where she founded the AYZ STEM scholarship. Amy earned her B.A. from Manhattanville College, where she graduated summa cum laude. She earned her M.B.A. from Columbia Business School, where she was inducted into the Beta Gamma Sigma honor society and named to the Dean’s List. Amy is a CFA charterholder and a member of the CFA Institute.
Total return for Amy Y. Zhang
Discrete calendar year performance : Amy Y. Zhang

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
Amy Y. Zhang -7.5 -0.3 -10.7 -45.5 46.9 4.5 19.0 27.9 33.1 -13.0
Peer Group Composite -8.5 12.9 -2.5 -8.2 56.8 -9.8 12.2 4.9 32.3 -14.5
Over / Under 1.0 -13.2 -8.2 -37.3 -9.9 14.3 6.8 23.0 0.8 1.5
Performance vs peer group composite: Amy Y. Zhang
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
Funds currently managed
Fund Sole/Co-managed Sector Periods
Sicav-Alger Small Cap Focus Lead manager FO Equity - Small Cap USA since Jan 29 2016 to present
Funds managed previously
Fund Periods
Alger Emerging Markets since Feb 01 2015 to Jan 16 2017
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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