EFTA Document EFTA01386156

AGP LP 519 Alpha Group Capital Paul Barrett Alkeon's Main Investment Elements LONG INVESTMENTS SHORT INVESTMENTS GROWTH PHILOSOPHY TRUE LONG/SHORT FOCUS Emphasize long positions in growth companies with strong fundamentals and free cash flows. Establish short positions in low quality businesses facing long-term challenges such as unstable and weak business models, deteriorating fundamentals, and declining profitability metrics. Identify growth cycles that are largely independent of econ