Apollo CEO: Private Markets, Investment Alpha and Risk Management
In Good Company with Nicolai Tangen
Navigating Asset Management and Investor Returns
This chapter explores the crucial balance between generating assets and delivering returns for publicly listed companies, emphasizing a unique investment philosophy focused on valuation and alpha. It discusses the risks associated with passive asset management and the importance of maintaining alignment with clients while fostering a strong organizational culture. The conversation also addresses current market dynamics, including geopolitical risks and the implications of excessive indexing on investment strategies.
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