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.
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ALKEON CAPITAL MANAGEMENT Confidential
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