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“High-Quality Growth Compounders” Help Alkeon Capital Management Start 2020 With A Surge

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Rupert Hargreaves
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Alkeon Capital Management's Growth Partners fund achieved a positive return of 4.9% in January 2020. That's compared to a return of -0.68% for its benchmark, the MSCI World index.

Following this return, according to a copy of the firm's January update, which ValueWalk has been able to review, since inception (Janurary 1998) the Alkeon Growth strategy has produced a cumulative return of 1,727% compared to 150% for its benchmark. That's 14.06% annualized compared to 4.24% for the benchmark.

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The fund's January update states that the portfolio benefitted from both its long and short positions during the month. Meanwhile, Alkeon's...

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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