
What smart money is saying about Apollo Global Management
1 fund in our archive has pitched Apollo Global Management — most recently Liontrust GF Global Dividend Fund in March 2025.
Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity and real estate markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions. The firm provides its services to endowment and sovereign wealth funds, as well as other institutional and individual investors. It manages client focused portfolios. The firm launches and manages hedge funds for its clients. It also manages real estate funds and private equity funds for its clients. The firm invests in the fixed income and alternative investment markets across the globe. Its fixed income investments include income-oriented senior loans, bonds, collateralized loan obligations, structured credit, opportunistic credit, non-performing loans, distressed debt, mezzanine debt, and value oriented fixed income securities. The firm seeks to invest in chemicals, commodities, consumer and retail, oil and gas, metals, mining, agriculture, commodities, distribution and transportation, financial and business services, manufacturing and industrial, media distribution, cable, entertainment and leisure, telecom, technology, natural resources, energy, packaging and materials, and satellite and wireless industries. It seeks to invest in companies based in across Africa, North America with a focus on United States, and Europe. The firm also makes investments outside North America, primarily in Western Europe and Asia. It employs a combination of contrarian, value, and distressed strategies to make its investments. The firm seeks to make investments in the range of $10 million and $1500 million. The firm seeks to invest in companies with Enterprise value between $750 million to $2500 million. The firm conducts an in-house research to create its investment portfolio. It seeks to acquire minority and majority positions in its portfolio companies. Apollo Global Management, Inc. was founded in 1990 and is headquartered in New York, New York with additional offices in North America, Asia and Europe.
Position history
Between Q1 2025 and Q2 2026, 3 fund letters reported a position in Apollo Global Management — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 2 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 2 moves
- AddedClearBridge Investments Dividend StrategyJune 2026
“We recently built significant positions in ADP, Blackstone, Marsh & McLennan and Otis and added materially to positions in Apollo, Haleon and Unilever.”
Read the letterApollo Global Management - HoldsAGT Partners Shareholder LetterJune 2026
“We continue to own several such great companies in our portfolio (DBS, TSMC, Tencent, CNOOC, Sheng Siong, KKR, Apollo, Microsoft etc.) and have selectively added onto them in the past quarter.”
Read the letterApollo Global Management - AddedAGT Partners FundJune 2026
“We continue to own several such great companies in our portfolio (DBS, TSMC, Tencent, CNOOC, Sheng Siong, KKR, Apollo, Microsoft etc.) and have selectively added onto them in the past quarter.”
Read the letterApollo Global Management
Also mentioned · 1
These funds discuss Apollo Global Management — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedSVN Capital FundJune 2026
“By Apollo Global’s math, as of mid-June, if you strip out AI and energy, the US market’s entire gain for the year disappeared; the rest of the index, taken together, was worth less than where it started the year.”
Read the letterApollo Global Management
Fund coverage · 1 thesis
- Liontrust GF Global Dividend FundMarch 2025
Apollo Global Management is well-positioned to capitalize on market volatility and deliver long-term growth through its resilient business model and strategic investments in private credit.
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