The document is an investment report from Alkeon Capital Management for Alkeon Growth Partners, LP, detailing the performance of the fund in September 2017. The report highlights a 0.47% return for the month, with positive performance in the US and Asia, and negative in Europe. It discusses the fund's strategy, exposure, and the market environment, emphasizing the potential for stock-picking opportunities and the undervaluation of high-quality growth sectors like technology and healthcare.
documents/EFTA01386149.pdf
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