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efta-efta01386267DOJ Data Set 10CorrespondenceEFTA Document EFTA01386267
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AGP LP 519 Alpha Group Capital Paul Barrett
Alkeon Overview
FIRM
Alkeon is an SEC Registered Investment Adviser with approximately $6.5 Billion (Sept. 2017) of AUM in its
global growth equity strategies.
INVESTMENTS
TEAM
ALPHA
Deep-research, fundamentally-driven approach to investing
Focus on long investments in high quality equities globally: shod investments in low quality businesses
Highly experienced portfolio management team, led by Takis Sparaggis who has been managing
hedge fund strategies since 1994
Key objective is to generate profits on both the long and short side of the portfolio over a full investment
cycle.' Flagship strategy has provided double alpha (January 2001 to September 2017):"
•
Long portfolio cumulative return has exceeded the MSCI World index by 177.6 percentage
points
•
Short portfolio cumulative return has exceeded the MSCI World index by 91.6 percentage
points"
GLOBAL Focus
Globally focused investment team: offices in New York. Boston, and Hong Kong
• Typically 4 to 6 yeas.
•• Please also see page II of this presentation. For complete disclaimer, please see last poges of presentation. Source: Morgan Stanley (Morgan Stanley performance
attribution data is not avoilcble prior to January 2001).
ALKEON CAPITAL MANAGEMENT
Private &
Confidential
Page 3
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e)
DB-SDNY-0087885
CONFIDENTIAL
SDNY_GM_00234069
EFTA01386267
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