The letter provides an update on the performance of Alkeon Growth Partners, LP for September 2017, highlighting a return of 0.47%. It discusses the positive performance in the US and Asia, negative performance in Europe, and the outlook on global investment opportunities. The letter emphasizes the potential for stock-picking in the current market environment and the undervaluation of high-quality growth sectors like technology and healthcare.
doj/DataSet10/EFTA01374179.pdf
{"title":"Alkeon Growth Partners Investment Letter","key_people":["Paul Barrett"],"document_date":"September 2017","document_type":"correspondence","key_locations":["New York","Hong Kong","Boston"],"document_subtype":"investment letter","key_organizations":["Alkeon Capital Management","Alkeon Growth Partners","MSCI World","MSCI AC World"]}