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No one sees this high-upside AI play because it's masquerading as a restaurant stock

Alger portfolio manager Amy Zhang shares her highest conviction stock for the next 12 months.

Author

Phil Rosen
June 22, 2025

Welcome to the Best Ideas Club. As a paying member, you get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. 

This week we interviewed Amy Zhang, a veteran portfolio manager at Alger, a firm overseeing $26.3 billion in assets. She is primarily responsible for four small- and mid-cap funds, together valued at $1.8 billion.

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