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Alkeon: Tech Stocks Are “Remarkably Undervalued”

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Rupert Hargreaves
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Alkeon Capital Management's Alkeon Growth Partners outperformed its benchmark, the MSCI AC World index in 2018. The fund ended the year down -11.3%, compared to a loss of -13.1% for the benchmark. In the fourth quarter, Alkeon lost -4.7% compared to the benchmark return of -11.2%.

Q4 hedge fund letters, conference, scoops etc

Alkeon Growth Partners
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Since its inception, the firm's track record is much more impressive. It has produced a total annualized return of 12.8% and a cumulative return of 1164.3% since inception, that's compared to an annualized gain of 3.4% for its benchmark.

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha