Alkeon Sees High-Quality Growth Stocks Getting Scarce

Alkeon Growth Partners was down 10.15% for January, compared to the MSCI World's -5.34% return and the MSCI AC World's 4.96% decline. Since its inception, Alkeon has returned about 2,000% or 13.48% on an annualized basis. The MSCI World is up 226.62% for an annualized return of 5.04% since Alkeon's inception, while the MSCI AC World has gained 214.81% for an annualized return of 4.88% over the same period.

Q4 2021 hedge fund letters, conferences and more

A “Fascinating” Month

According to their January letter to investors, which was obtained by ValueWalk, Alkeon had 139 long positions and 121 shorts during the month. Fund management noted that global equities were in...