The document outlines Alkeon's investment strategy, focusing on long and short investments, growth philosophy, and global mandate. It emphasizes long positions in growth companies with strong fundamentals and short positions in low-quality businesses. The strategy aims to identify growth cycles independent of economic cycles and maintain an active short investment book. The global mandate includes pursuing growth opportunities in emerging markets.
doj/DataSet10/EFTA01374186.pdf
{"title":"Alkeon's Main Investment Elements","key_people":["Paul Barrett"],"document_type":"tabular","document_subtype":"Investment Strategy Document","key_organizations":["Alpha Group Capital","Alkeon Capital Management"],"reference_numbers":["DB-SDNY-0068757","SDNY_GM_00214941","EFTA01374186"]}