EFTA Document EFTA01386160
AGP LP 519 Alpha Group Capital Paul Barrett Typical Example of Portfolio Construction Alkeon Growth Strategy Universe. Strategy: Global Growth Equities (Net Long Bias) Market Capitalization Sectors Typical Net Exposure Range (Delia adjusted) Typical Industry Net Exposure Range Typical Gross Exposure Range Typical Position at Cost (long) Typical Position at Cost (Short) Typical Number of Positions Typical Underlying Instruments ..lorket Capitalization All Sectors +30% to +80% Le
Summary
AGP LP 519 Alpha Group Capital Paul Barrett Typical Example of Portfolio Construction Alkeon Growth Strategy Universe. Strategy: Global Growth Equities (Net Long Bias) Market Capitalization Sectors Typical Net Exposure Range (Delia adjusted) Typical Industry Net Exposure Range Typical Gross Exposure Range Typical Position at Cost (long) Typical Position at Cost (Short) Typical Number of Positions Typical Underlying Instruments ..lorket Capitalization All Sectors +30% to +80% Le
Ask AI About This Document
Extracted Text (OCR)
Related Documents (6)
EFTA Document EFTA01282225
KY(' Print Page 1 of 21 DB PWM GLOBAL KYC/NCA: PART A rA KYC Case : One sheet must be established per relationshi - list all accounts included in the relationshi 1. Relationship Details Relabonshe Name: SOUTHERN FINANCIAL RELATIONSHIP Booking Center: New York Relationship Manager: Stewart Oldfeld • New PArTI Relationship 2 Ensting PWM Relationship Relationship to FWM: If edstIng, please indicate since when the relationship exist, provide reason for new profile and attach old pr
EFTA Document EFTA01386276
AGP LP 519 Alpha Group Capital Paul Barrett Alkeon Transparency & Communications MONTHLY UPDATES Monthly updated exposures are currently available on Alkeon's website for AGS. including: Measurisko reporting (includes shock-event simulation) - by subscription Weekly performance estimates • Liquidity profile • Geographic profile • Historical performance attribution • Gross and net exposure INVESTOR LETTERS Monthly and quarterly letters TEAM Experienced client servicing team ALKEON
EFTA Document EFTA01298930
KYC Print Page 1 of 27 DB PWM GLOBAL KYC/NCA: PART A P2 KYC Case # : 01977694 One sheet must be established per relationship - list all accounts included in the relationshi I. Relationship Details Relationship Name: SOUTHERN FINANCIAL RELATIONSHIP:00000483290 Booking Center: New York Relationship Manager: Stewart Oldfield Li New PWM Relationship [el Existing PWM Relationship Relationship to PWM: If existing, please indicate since when the relationship exists, provide reason for new
EFTA Document EFTA01386168
AGP LP 519 Alpha Group Capital Paul Barrett Alkeon Growth Offshore Fund, Ltd. Country & Liquidity September-2017 Liquidity Bucket Gross Exposure By Country (25% of 21 Day Median Volume) % Equity Less than I Doy • 1-5 Days 5-30 Days of Stock Listing United States Of Americo • Jopon Peoples Republic Of China Hong Kong Koreo.South • Taiwan Australia Germany Netherlands :: Argentina Great Britain • France • Spain aCanodo incia Switzerland Denmark Finland ::Sweden Irelan
EFTA Document EFTA01374193
AGP LP 519 Alpha Group Capital Paul Barrett Alkeon Transparency & Communications MONTHLY UPDATES Monthly updated exposures are currently available on Alkeon's website for AGS. including: Measurisko reporting (includes shock-event simulation) - by subscription Weekly performance estimates • Liquidity profile • Geographic profile • Historical performance attribution • Gross and net exposure INVESTOR LETTERS Monthly and quarterly letters TEAM Experienced client servicing team ALKEON
1 May 1 1255-May 6 237_Redacted.pdf
Kristen M. Simkins me: Sent Tn: Subject: Atladimem: LT. THOMAS E. ALLEN JR Thomas S. Allen. Jr. Sunday. May BIL EDIE 12:55 AM Allyson FL Dwell; Brenda McKin1e?c C. Kay Wandring: Caitlyn D. Neff: Daniel?le Minarch?lck: JeFFrey' T. Hite; Jon D. Fisher. Jonathan M. Mfl?n-der. Joseph 5. Kolenorluan Mendez: Kevin T. Jeirles; [any Lidgett Lee R. Shea??er: Lorinda L. Brown.- Matti-new T. Fishet: Melanie Gordan; Michael S. Woods Richard C. 5mm; Shephanie D. Calander?mtus Report SMDIE 20150501004
Forum Discussions
This document was digitized, indexed, and cross-referenced with 1,400+ persons in the Epstein files. 100% free, ad-free, and independent.