Alkeon Capital Management's Alkeon Growth Partners outperformed its benchmark, the MSCI AC World index in 2018. The fund ended the year down -11.3%, compared to a loss of -13.1% for the benchmark. In the fourth quarter, Alkeon lost -4.7% compared to the benchmark return of -11.2%.
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 ValueWalk
30 Deep Value Investment Ideas In A Time Of Over-Valued Markets by Tim du Toit, Quant Investing
My friend Nils Herzing (writes a great blog called Frenzel & Herzing Value... Read More
Former General Motors executive Bob Lutz has a warning for Apple after the Wall Street Journal reported it is entering the automotive market: get ready to enter a “gigantic money... Read More
Full Transcript of Mads Thamsborg, Senior Partner and Head of Shorts of Bodenholm Capital, from the 2018 Kase Learning Shorting Conference.
Q3 hedge fund letters, conference, scoops etc
Hi everyone. So... Read More
The Puerto Rico Electric Power Authority got a breather on Thursday in the form of an extension of vital lines of credit which it uses to buy oil. The cash-strapped utility also... Read More
Stock research is a critical part of the investment process, but too much research can be detrimental to your financial health, that's according to Mohnish Pabrai.
Q1 hedge fund letters,... Read More
The European Central Bank will be celebrating an important landmark next month. In little more than a year, the central bank has been able to increase access liquidity in... Read More
PhotoMIX-Company / Pixabay
Q2 hedge fund letters, conference, scoops etc
Music streaming is something that makes part of our lives. Spotify is one of the music streaming business that everyone knows.... Read More
ValueWalk's Raul Panganiban interviews Tony Ward, President, Americas, at Xero, discussing the effects Covid had on small businesses.
Q3 2020 hedge fund letters, conferences and more
Interview with Tony Ward
ValueWalk's ValueTalks... Read More
Last month, Warren Buffett made a splash in the market by announcing that his conglomerate, Berkshire Hathaway, was changing its policy on stock buybacks.
For undervalued stock ideas, I highly... Read More
Ira Sohn London: Mala Gaonkar, Managing Director of Lone Pine Capital LLC
Trade Idea: QUALCOMM, Inc. (NASDAQ:QCOM)
Price Target:
Valuation:
Themes:
Mala Gaonkar on Qualcomm
2/3 of earnings are 3G 4G wireless data voice. 1/3... Read More
