📄 Extracted Text (98 words)
AGP LP 519 Alpha Group Capital Paul Barrett
Idea Generation: Deep Domain Expertise
BUSINESS Research-intensive approach to investing, extensive analysis of business drivers and
detailed modeling of projected earnings
INDUSTRY Executive-level understanding of industry competitive dynamics, market shore shifts,
profitability trends, and growth rates
PEOPLE Extensive communications with industry leaders and executives globally, thousands of
calls and visits per year
DATA Detailed analysis of public filings and industry data
OWNERSHIP PERSPECTIVE Analyze businesses from an "owner's" perspective.
Private & Page 6
ALKEON CAPITAL MANAGEMENT Confidential
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0068758
CONFIDENTIAL SDNY_GM_00214942
EFTA01374187
ℹ️ Document Details
SHA-256
92e533385789f6d92e53458ce8264c658bb92c2c863eaee93fb06f061a829c3f
Bates Number
EFTA01374187
Dataset
DataSet-10
Document Type
document
Pages
1
Comments 0