Understanding Hyperscalers | Masters in Business with Ankur Crawford
Ankur Crawford, Executive Vice President and Portfolio Manager at Alger, discusses her investment strategy and approach to building portfolios across multiple funds. The conversation covers her career transition from engineering to investment management and explores how to evaluate opportunities in AI and compute investment cycles, particularly regarding hyperscaler companies.
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Understanding Hyperscalers | Masters in Business with Ankur Crawford
Ankur Crawford, Executive Vice President and Portfolio Manager at Alger, discusses her investment strategy and approach to building portfolios across multiple funds. The conversation covers her career transition from engineering to investment management and explores how to evaluate opportunities in AI and compute investment cycles, particularly regarding hyperscaler companies.
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