Case File
efta-01386270DOJ Data Set 10OtherEFTA01386270
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DOJ Data Set 10
Reference
efta-01386270
Pages
1
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AGP LP 519 Alpha Group Capital Paul Barrett
Idea Generation: Deep Domain Expertise
BUSINESS
Research-intensive approach to investing, extensive analysis of business drivers and
detailed modeling of projected earnings
INDUSTRY
Executive-level understanding of industry competitive dynamics, market shore shifts,
profitability trends, and growth rates
PEOPLE
Extensive communications with industry leaders and executives globally, thousands of
calls and visits per year
DATA
Detailed analysis of public filings and industry data
OWNERSHIP PERSPECTIVE
Analyze businesses from an "owner's" perspective.
ALKEON CAPITAL MANAGEMENT
Private &
Confidential
Page 6
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e)
DB-SDNY-0087888
CONFIDENTIAL
SDNY_GM_00234072
EFTA01386270
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