Alkeon UCITS

Overview

Fund Strategy Equity Long / Short
Fund Geography Global
Investment Advisor Alkeon Capital Management, LLC
Portfolio Manager Takis Sparaggis
Fund Currency USD
Fund AUM $66m
Fund AUM (GBP) £49m
Fund AUM as of 30 June 2019
Fund Inception 22 July 2011
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Directional

Fund Objective

The Fund’s investment objective is to achieve maximum capital appreciation by investing primarily in long and short positions of publicly-traded companies globally. Alkeon’s investment philosophy is centered on performing deep fundamental analysis of individual companies and identifying growth cycles that are largely independent of economic cycles. The portfolio’s long investments emphasize positions in growth companies with improving fundamentals, strong balance sheets and free cash flows, and superior competitive positions. On the short side, Alkeon maintains an active alpha-seeking portfolio by establishing short positions in low quality businesses facing long term challenges such as unstable and weak business models, deteriorating fundamentals, and declining profitability metrics.

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