Up 26.23% Year To Date, Alkeon Still Sees Massive Opportunities In Tech

Looking at the macro market picture, Panayotis “Takis” Sparaggis, chief investment officer for the multi-billion dollar New York based hedge fund, Alkeon Capital Management, sees that “major segments of the market are significantly overvalued.”  But within this general high valuation, there are idiosyncratic points of strong valuation, the fund manager wrote to investors in a 31 page  third-quarter letter to investors reviewed by ValueWalk.

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Alkeon Capital Management: "One of the best stock-picking environments since the 2000 technology bubble"

It might be difficult to peg the headline coming out of Alkeon. Is it the raw performance numbers, with the Long / Short hedge fund up 26.23% year to date?...