Alger Mid Cap Focus Fund Q2 2026 Portfolio Review
The Alger Mid Cap Focus Fund Q2 2026 Portfolio Review identified Karman Holdings as among the top detractors from the fund's performance, while also expressing positive conviction in the company's longer-term opportunity based on its engineering capabilities and defense contract visibility.
Why it matters — KRMN watchers would care because a major fund manager acknowledged Karman as a recent underperformer but still signaled confidence in its long-term prospects tied to defense and space budgets.