Alger, an investment management firm, published its "Alger Weatherbie Specialized Growth Fund" fourth quarter 2021 investor letter – a copy of which can be downloaded here. During the fourth quarter, the largest portfolio sector weightings were Information Technology and Health Care. The largest sector overweight was Financials. The portfolio had no exposure to the Consumer Staples or utility sectors and negligible exposure to Communication Services. Spare some time to check the fund's top 5 holdings to have a clue about their top bets for 2022.