MS 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 $42.5m
Fund AUM (GBP) £33m
Fund AUM as of 20 April 2017
Max Gearing / Exposure max 220%
Fund Inception 22 July 2011
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Directional

Fund Objective

The Sub-Fund’s investment objective is to achieve maximum capital
appreciation by investing primarily in lon and short postions of publicly-traded companies globally, including technology stocks. The long strategy involves investing primarily in equity securities of U.S. and non - U.S. companies that Alkeon believes are well positioned to benefit from demand for their products or services, including companies that can innovate or grow rapidly relative to their peers in their markets; the "Growth Companies".

The strategy also involves taking short positions in securities when the Investment Manager believes that the market price of a security is above its estimated intrinsic or fundamental value (weak balance sheets, deteriorating fundamentals, poor or negative free cash flow generation).

The objective of the MS ALKEON UCITS Fund is to provide shareholders with a return linked to the performance of the ALKEON Investment Strategy through the use of total return swaps.

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