EFTA01374064.pdf

AGP LP 519 Alpha Group Capital Paul Barrett Sincerely, Alkeon Capital Management Performance data is from another investment vehicle which runs pari-passu to Alkeon Growth Partners, LP (AGP) and follows substantially the same investment strategy (the 'Allmon Growth Strategy or 'AGS1 as AGP. The other investment vehicle's performance represents the longest track record available for the Alkoon Growth Strategy with an inception dale or January 5, 1998 (MSCI date is as ol January 1, 1998) and reflects the deduction of the vehicle's actual fees and expenses during the period shown, including the deduction of a 1% management fee charged lo investors prior to March 1, 2004, a 1.5% management lee charged to investors beginning Match 1. 2004 and a 1.75% management fee charged to investors beginning July 1, 2011. AGP segmented operations in January 2003 and has been subject to dileront fees and expenses than the other investment vehicle. AGS performance shown above may have been lam( during ceilaii periods had d charged similar fees lo AGP. AGP's net exposure estimates are obtained from the Morgan Stanley Performance Measurement (MSPM) System. FaciSet provided forward-year EV/EBITDA for securities and indices. EV/EBITDA may not be available for each security, and only EV/EBITDA numbers that Alkeon Capital Management, LLC rAlkeon') believes to be reasonable, between 0 and 100, were used in calculations EV/EBITDA for the above graph is calculated at year ends (except for the current month) and may have been different during the year. EV/EBITDA for the S&P 500 in the above graph is included for reference purposes only. 3 Akeon Asia Growth, LP was launched in August el 2007. 4 Alkeon Asia Growth. LP's net exposure estimates are obtained from the MSPM System. FaciSet provided forward-year EV/EBITDA for securities and indices. EV/EBITDA may not be available for each security, and only EV/E8ITDA numbers that Alkeon believes to be reasonable, between 0 and 100. were used in calculations. s MS Alkeon UCITS Fund was launched on July 22, 2011. Please note MS AilteOn UCITS Fund is nee available to US investors. e Alkeon UCITS net exposure estimates are obtained from the MSPM System. FactSet provided fonvard-year EV/EBITDA for securities and indices. EV/EBITDA may not be available for each security, and only El/fEBITOA numbers that Alkeon believes lo be reasonable, between 0 and 100, were used in calculations. For further information please contact Important Nary Purunord to Me CA\ -SPAM Act On dreg may be conwiand adietserrea te soicitron it you do rot want to near. turtra ems n from Akeon Carat Management LLC 'Takata,/ please rep to this grad and ask to be ternyeed herr our revving let This dooAT,ent n conficamel it cannot be forwarded. coped a altenese &env*, unitive the Gra oaten convent a Mean ''he Moneta, in the massage is for Hanker:nal punnets c,* and is not an tee to sal or a soacesecn d anew offer to buy senates Ary such citei wl be node only through trie atom** item nor morals for one of the funds Met Akeon manages. Cent:Krems*" d an innestmeot n any fond manned by Armen o' is Orestes Vie "Akio.. Funds') sixold only be Oren Mena °metal review nomissar t OfkInril attmentS ty a Corellecan floater. Olue Ott; the Vonterme arena ts %ay sabered pig gM prapeane For EOM er Mgelther 'rte?. he or net meansar represettene hare asked for and reacted at minter .Mwh mouth enable the intik+ for ban Ms master and he or her material represent/Aye) to evaluate the Tents and rob of 4 potental evestmee.ri die Moon Funds TM inuormebor coMistted hereon is limed and is is mended to provide a reptesentaten of the :nerds or risks associated Mtn an revesimert in any a the Mctcn Funds A prospeanie enema also moat wee Arke0nS Form ADY for oedema' detail and callos of rimiest Ail elceraben n this ineSeage is curer" as of Meanie near bee s subject to Marge retkoa NOM Not* cornaned Noels shell be deemed OF Oonabµd to *nit* finance! or etre, coinsenne/ atm*. Tun shard not Nei On gm acemakon contained Wan, and should rely solely on. and currefuN read the appropriate denied and mantel Subardbon afatenr“ telEnp to any eaa.: nyeaterent product beaXe matey; any nveStment deeSien. Al content herein has been *anal from souries deenwe to to ramble. bur is Subeld 1O unortaitoral errors. amnions aro changes vithael nave, and is not unwanted by Allan as to da away cr completeness This document mayn't oe reprocsond in Attie a in {Oft airy meaner It is the respanst=ty or the ranee! to odepermantly ovelern its =Unify and connaterrete *eon does rca assure eny duty to update tery nkrinsan in tics dor...vent to suostieuen Curies or any lend An nee-amend in the Akeon Funds "oh.. Suatential nein No raiment.. .sr rariasentatvon is made that me inveStroille program d me Airmen Funds wit be successful An rwer.trneal in the Al4on e yes wade be oxisselred spoons** Ire is monk* last an antra tray One :antlered ti ?ma her mestrarre Pat piecernaroa n re guarantee of %tun !flues The kinoing Mlormaian has eel teen proelded in a refuel* cadarty. and nand wetted to be. and shah not be considered as, innate! atnce The porlormarrie resuts for a? funds Mean afore are net of tees and expenses Thom restate nay not correspond to the results ct the Omer funds tnal Akeon fnanageS ‘603 6MIer strategies am to ditteuenors ore for exurnale theirmeg of *ester rash Few. dreeent Wttts d riennIfrant len or iratformance-bosad fees and each knit Olney Opera,. Coicuann d estneeee egeka mance The ottani." prior annoy results above wen *pared by Ma* sal Min) not been templed renreed a aroma by an incloperdee ace's, ant Actual Seal remelts ca, d racy making& 7 rte nerOrmarte res.,b Went, each tunes letynS as a weld.* barter Man the returns d a Parautt investor). are renal estimates Of that funds advisors' tees ncsnour Itetainowtes ern omens* An enema mat s carped The nigtest We ree rranagemen: are rovitve feesratecatons Maly *WIC manonoe laver retims mows* A Peon amides anew: nonagement tee rain ler are -en dames d ',vett s and staves 'x reouas the arose* and onrtrelne ttestakadens for Sera mestors M O. Kkeee emi;Ortes end waf..fite Vogt" Pa, COM, S: ern nut the results sawn reflect bender adnfory i110$ and incetse reesialcoahars The results also reflect me roeweetrawe et anderds and .scare and a funds aides or lox.c.ts from ne.saes At imam* may rot ne ntwole In rim Wawa such penAtitncon Fla meet, deleand P-arer.Cal palormince etomysten kY o piettular tune cleave contact Awn* (i12•116-A64O 01 acres,. MatilalanoneePlal ohm) Tit INFORMATION PROVIDED IS MISR:RCN. AND SWOIAM NOT BE TAKEN PS AN ISOCAT:011 OF FUT uRE PERFORMANCE The 'Memnon ateitaned hater has teen Obtentos ey sources ?naves to be accurate but Akan manes nL g 'noise as to V* ace: lef corennelenmer ?haat Comparisons to mases Akan *raves that mew* Me Akan Funds • vitas rretide Akan Growth Strategy. Alkeon Sober Paha Strategy, Aikecn Chore Asa Strategy An Capra Partners arategf and Almon Seal Serer Strategy • are absolute return rehicles nn berdwarkal to any index. canparsons to cenain indices are usehu n malualing the performance at the Aeon° Funds Tne bittl Wald Index captures. large and mad cap repreamten across 23 developed markets coadries Wei 1.852 confiatants The max °Wel, appeaerenty 85% of me tee fbatedmeted market caMbakmain in each country Tie MSC' AC Wm id 'neer captures loge and rind arc representation nose 23 dereyped mists and 23 reeling markets conies Writ 2.491 constituents the index corers appormately e5% et :he globe! mestale fl ay ohartundy set The MSCI AC Asia Index neatens .. tr and and cap representation across 3 developed arks a cavities and caneraw markets cartes in Asa Yeth 956 constean%. ere nay covers appronnntely 55% ol me free fkoteeitsied inane capearzarion n each county The Moon Rods' pare.oes canter equity scenes and !nay consist a saurian sewed by companies cievent <curies wth varying capdalzatons and feted income aid nen-equity Thestrnenti ,ncluang Won hies or securities and moron Sadao, and ere at as denated as the seoaties tartan aggegied; that consist Its Mar:A t:Mb:I ncler. the MSCI AC Warn Index or the M92i AC lea Index Lane eye anformante a the Allmon Fume Inc cenormance of the MSCA Wade Index WC! AC Ward max and MSC' AC Asa Incas an not reflect the impact of tem or expenses The odes perhavorne near des not reflect the reewestnenl arickalsard ahem name Any such amps'non betenen d pal no- nor ol T Man Funds and the PASC. Wesi.1 ndfx MSCI AC Wend Index and MSC! Ana !Men area riot be relied upon as an :accurate predican of lame results Odferrie Intestinally and Investment &Alarmed. Future *earn mil be made under efferent .cannot corgoorts and me tofu* daknern polio* seances. Members of Alkeorts mtrotreri !OOP nave changed end nay change in !Ogre Asa ran* scientist :rweStOISInOnd net Mut:lethal thel'wel eranela enaneent pelt nneae aneteabe the eel forth ?wen CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0068580 CONFIDENTIAL SDNY_GM_00214764 EFTA01374064