Alkeon UCITS

Investment Objective

The Fund’s investment objective is to achieve maximum capital appreciation by investing primarily in long and short positions of publicly-traded companies globally. Alkeon’s investment philosophy is centered on performing deep fundamental analysis of individual companies and identifying growth cycles that are largely independent of economic cycles. The portfolio’s long investments emphasize positions in growth companies with improving fundamentals, strong balance sheets and free cash flows, and superior competitive positions. On the short side, Alkeon maintains an active alpha-seeking portfolio by establishing short positions in low quality businesses facing long term challenges such as unstable and weak business models, deteriorating fundamentals, and declining profitability metrics.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.0 0.1 0.5 0.2 0.5 0.7 0.4 0.9 0.5 1.0 0.8 0.7 0.8
2019 0.8 0.5 0.5 0.5 1.0 0.1 0.6 0.9 0.3 0.3 0.3 0.9 0.6

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Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.