Up 26.23% Year To Date, Alkeon Still Sees Massive Opportunities In TechMark Melin
Looking at the macro market picture, Panayotis “Takis” Sparaggis, chief investment officer for the multi-billion dollar New York based hedge fund, Alkeon Capital Management, sees that “major segments of the market are significantly overvalued.” But within this general high valuation, there are idiosyncratic points of strong valuation, the fund manager wrote to investors in a 31 page third-quarter letter to investors . . .
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