The document discusses the seasonality of MSCI US performance, highlighting median monthly performance and the percentage of time the market is up for each month. It also compares the Forward EV/EBITDA for Alkeon Growth (AGP) against indices like MSCI World and S&P from 2003 to September 2017. The document notes that the portfolio trades at a forward EV/EBITDA multiple discount to the market, despite superior growth rates, suggesting an attractive risk/reward ratio.
documents/EFTA01374062.pdf
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