Once in a generation opportunity
While AI euphoria is driving a narrow cohort of mega cap tech companies, we see much more compelling long term opportunities elsewhere in the world. Patience and time will drive outperformance in many of our holdings as they are currently very attractively priced, read more about our thoughts, themes and positioning.
Apollo – Successful Absolute Return Investing
Apollo has long supported the view that the traditional 60/40 equity bond portfolio is not the optimal positioning for investment returns. Empirical evidence has shown that diversification is key to producing low volatility investment returns. At Apollo we see the Absolute Return asset class as an opportunity for us to excel and provide something different […]
The Return(s) of the Magnificent Seven
In the original film “The Magnificent Seven,” only three of the seven survive and return for the sequel. In the realm of stocks during periods of market euphoria, we witness a selection of companies reaching extreme valuations. While some may continue to experience growth in sales and earnings, others falter as competition or adoption fails […]
Investment Spotlight – Jan 2024
2023 will go down in history as the year which launched generative AI (Artificial Intelligence) to the general populous and the most anticipated recession of all time failed to materialise. 2024 is set up once again with a large cohort expecting the same storyline to play out; the goldilocks tale. History most likely tells us […]
Investment Spotlight – July 2023
Despite these being very difficult and unclear markets, we believe that patience and observance is the key to generating long term performance. While we can’t predict exactly when or how impactful recessions may be, there are signs that developed market economies will see some growth slowdown. A return to fundamentals means that forgotten or unloved […]
Investment Spotlight – July 2022
The second quarter of the year continued to test the resilience of many investors, and those with the traditional 60/40 equity bond portfolio had nowhere to hide from losses. The environment has been dominated by geopolitical uncertainty and rocketing inflation across the globe. Surging energy prices have played a significant part in driving inflationary figures […]
Investment Spotlight – April 2022
The first few months of the year have proven to be volatile, overshadowed by the devastating invasion of Ukraine by Russia and the economic impact on commodity prices, but also rife with inflationary concerns and Central bank policy decisions. The investment markets have seen significant price moves, have provided some interesting opportunities for stock pickers […]
