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…
APO
1 published idea on Apollo across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Apollo: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
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…