MiB: Ankur Crawford, Portfolio Manager, Alger Capital Appreciation
This week, I speak with Ankur Crawford, Executive Vice President at Alger and Portfolio Manager of the Alger Capital Appreciation, Focus Equity, and Spectra Strategies. We discuss her journey from engineering to investment, along with understanding AI and compute investment cycles. She discusses how she builds an investment strategy. A transcript of our… Read More The post MiB: Ankur Crawford,…
In this interview, Ankur Crawford, Executive Vice President at Alger and Portfolio Manager for Alger Capital Appreciation, Focus Equity, and Spectra Strategies, shares her journey from engineering to investments. The conversation delves into her understanding of AI and compute investment cycles, as well as her approach to building an investment strategy.
Crawford's background in engineering provided her with a strong foundation for a career in investments. As she discusses her transition from engineering to the investment world, she highlights the importance of understanding the underlying principles of the companies and industries in which she invests.
The interview also explores the concept of AI and compute investments. Crawford explains how these technologies are expected to drive significant growth in the coming years and how investors can navigate the investment cycles associated with these sectors.
Building an investment strategy is a key focus of the conversation. Crawford shares her approach to developing a strategy that aligns with Alger's goals and the needs of her clients. She emphasizes the importance of thorough research, diversification, and staying informed about market trends and developments.
The full transcript of the conversation is available on various platforms, including Apple Podcasts, Spotify, YouTube (video and audio), and Bloomberg. Listeners can also catch up on previous episodes of The Big Picture podcast, which features interviews with industry experts and thought leaders.
Next week, The Big Picture will feature a special episode with Alex Morris of TSOH Investment Research. Morris is the author of "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Annual Shareholder Meetings," a book that has been recognized as one of Amazon's "Best Books of 2025."
The post covers Morris's extensive research, which involved reviewing every Berkshire annual meeting from 1994 to 2024, resulting in over 100s of hours of video and more than 1,700 shareholder questions over 31 years.
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