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• Am Feb Mar Apt May in JJ Aly Sep Oct Nov Dec ■ Median MSCI US performance (%mom) ■% of line market is up 'Median since 1970. Source: Datastream, J.P. Morgan. 60% 80% At% 60% 50% 40% 30% 20% 10% 0% Our portfolio continues to trade at a forward EV/EBITDA (gross cash flow) multiple di
AGP LP 519 Alpha Group Capital Paul Barrett 1990s. Moreover, in addition to these three performance drivers, it is worth noting as we enter October that seasonality historically favors equity
• Am Feb Mar Apt May in Ad Atm Sep Oct Nov Dec ■ Median MSCI US performance (%mom) ■% of line market is up 'Median since 1970. Source: Datastream, J.P. Morgan. 60% 80% FO% 60% 50% 40% 30% 20% 10% 0% Our portfolio continues to trade at a forward EV/EBITDA (gross cash flow) multiple di
AGP LP 519 Alpha Group Capital Paul Barrett 1990s. Moreover, in addition to these three performance drivers, it is worth noting as we enter October that seasonality historically favors equity
• Jan Feb Mar Apt May an JJ Ac Sep Oct Nov Dec ■ Median MSCI US performance (%mom) ■% of line market is up 'Median since 1970. Source: Datastream, J.P. Morgan. 60% 80% At% 60% 50% 40% 30% 20% 10% 0% Our portfolio continues to trade at a forward EV/EBITDA (gross cash flow) multiple di
AGP LP 519 Alpha Group Capital Paul Barrett 1990s. Moreover, in addition to these three performance drivers, it is worth noting as we enter October that seasonality historically favors equity
• Am Feb Mar Apt May in JJ Aly Sep Oct Nov Dec ■ Median MSCI US performance (%mom) ■% of line market is up 'Median since 1970. Source: Datastream, J.P. Morgan. 60% 80% At% 60% 50% 40% 30% 20% 10% 0% Our portfolio continues to trade at a forward EV/EBITDA (gross cash flow) multiple di
AGP LP 519 Alpha Group Capital Paul Barrett 1990s. Moreover, in addition to these three performance drivers, it is worth noting as we enter October that seasonality historically favors equity
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