EFTA01386156.pdf

AGP LP 519 Alpha Group Capital Paul Barrett Alkeon's Main Investment Elements LONG INVESTMENTS Emphasize long positions in growth companies with strong fundamentals and free cash flows. SHORT INVESTMENTS Establish short positions in low quality businesses facing long-term challenges such as unstable and weak business models, deteriorating fundamentals, and declining profitability metrics. GROWTH PHILOSOPHY Identify growth cycles that are largely independent of economic cycles to weather economic uncertainty. TRUE LONG/SHORT FOCUS Maintain an active, alpha-seeking short investment book independent of market conditions. Goal is to profit, not hedge GLOBAL MANDATE Pursue superior growth opportunities globally, including emerging markets. Private & Page 5 ALKEON CAPITAL MANAGEMENT Confidential CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0087726 CONFIDENTIAL SDNY_GM_00233910 EFTA01386156