LongAPOApr 2026
Apollo
Negative sentiment around private credit exposure is overblown. While retail funds have seen redemptions, net flows are near zero and institutional demand remains strong. The…
AGT Partners
3 published ideas
AGT Partners deploys a multi-strategy equity hedge fund framework through its flagship Ginko-AGT Global Growth Fund, focusing on long-term capital appreciation by combining rigorous, bottom-up fundamental stock picking with active trading across an unrestricted global mandate heavily weighted toward Asian markets.
Ideas from AGT Partners
LongMSFTApr 2026
Microsoft
Fears that AI will replace all software are overblown; Microsoft's software suite will be enabled by AI, not replaced. The company is deeply entrenched with its customers, and…
LongKKR & CO INCApr 2026
KKR
Negative sentiment around private credit exposure is overblown. While retail funds have seen redemptions, net flows are near zero and institutional demand remains strong. The…
Letters covered
- 1Q 2026 Shareholder LetterApril 27, 2026
Source PDFs are not republished here; only extracted ideas and quotes.