Up 26.23% Year To Date, Alkeon Still Sees Massive Opportunities In Tech – ValueWalk Premium

Up 26.23% Year To Date, Alkeon Still Sees Massive Opportunities In Tech

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 . . .

SORRY!

This content is exclusively for paying members.

If you are subscribed and having an account error please clear cache and cookies if that does not work email support@valuewalk.com or click Chat.


X
Saved Articles
X
TextTExtLInkTextTExtLInk

The top investors are reading ValuewalkPremium.

Click here to learn why

0