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Latest Reports for Members

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Apollo Global – plus 50% by mid-2022?

21 April 2021

Buying stock in Apollo Global Management is like getting 500 of the world's best investment professionals to work for you.

The US-based alternative asset manager has one of the best track records in the investment industry. 39% p.a. gross IRR since 1990, anyone?

Because its staff are so successful in managing other peoples' money, Apollo Global was able to grow its client assets from USD 0.8bn to USD 455bn since it was founded in 1990.

The company has much of its client base "locked in". An astonishing 60% of its client assets are permanent capital, which gives Apollo Global a solid foundation to stand on. In comparison, the industry leader, Blackstone, only has 22% permanent capital.

However, the shine recently wore off. During the past 6 and 24 months, the stock has massively lagged behind its peers. The share prices of Blackstone, KKR and Carlyle Group outperformed that of Apollo Global by a mile.

Will "APO" soon stage a catch-up rally?

I have investigated this possibility in detail - with some surprising findings!

Cresud cover

CRESUD S.A.: a crisis investing opportunity par excellence

A compounder gem for the

A compounder gem for the "Experience Economy"

THE electronic payment company from Israel

THE electronic payment company from Israel

Strong junior mining candidate for a lucrative bid cover

Strong junior mining candidate for a lucrative bid

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Latest reports (for Members only)

Apollo Global Management cover

Apollo Global: the new Berkshire Hathaway?

Buying stock in Apollo Global Management is like getting 500 of the world's best investment professionals to work for you.

Cresud cover

CRESUD S.A.: a crisis investing opportunity par excellence

The agriculture and real estate company is one of the smartest ways of betting on a turnaround of Argentina's fortune, if you like to take a contrarian stance.

A compounder gem for the "Experience Economy" menu

A compounder gem for the "Experience Economy"

For those seeking to benefit from the world reopening for business, this experiential travel company could be a clever investment for 2021.