Alkeon Growth Partners: Tech Sector Could Become 50% of S&P 500

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Rupert Hargreaves
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Alkeon Growth Partners LP returned 4.87% in November, taking its year-to-date gain for 2019 to 33.15%. For the year to the end of November, the MSCI World Index, the fund’s benchmark index, added 21.67%.

Alkeon Growth Partners LP is one of the original feeder funds into the Alkeon Growth Master Fund.

Since inception, January 5, 1998, the master fund has produced a cumulative return of 1,610% or 13.8% annualized outperforming the MSCI World Index by 9.6% per annum. That’s according to a copy of the firm’s November investor update, which ValueWalk has been able to review.

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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