Philosophy
Long-Term Investment Philosophy:
The Power of Patience, Compounding and Value
At Apollo, we have always managed client portfolios with a high-conviction, unconstrained approach. We do not rely on backward-looking models or mimic our peers; instead, we focus on forward-looking research to identify long-term themes with clear tailwinds and strong potential for outperformance. Our strategy is designed to navigate complex market environments, acknowledging that there will be periods when this approach underperforms. We see this particularly when markets are driven by external factors, speculative behaviour, or short-term trends rather than fundamentals.
At Apollo, we believe that long-term wealth generation comes from compounding returns. This means holding investments with strong earnings growth and reasonable valuations, rather than chasing overvalued markets that are detached from fundamentals. Our focus is on delivering real, long-term outcomes by blending active and passive strategies. This flexibility in our active management allows us to capitalise on opportunities across asset classes, regions, and themes, tailoring portfolios to meet client needs without being tied to outdated frameworks.
The Traditional 60/40 Model Is Broken
For decades, the 60/40 portfolio model was the cornerstone of financial planning. However, the last decade has revealed its limitations. Over this period, the average balanced portfolio has failed to outperform cash after accounting for adviser and platform fees. This underperformance has left advisers searching for a better way to deliver real returns for their clients.
At Apollo, we believe that ridgedly adhering to outdated models is no longer optimum for clients. The traditional reliance on equities and bonds has been disrupted by low yields, rising inflation, and increasing market volatility. A fresh approach is needed—one that embraces innovation and diversification.
Absolute Return: A Proven Approach for the Future
Inspired by the success of large endowment funds like Yale, Apollo takes a forward-looking approach by incorporating a diverisified basket of Absolute Return strategies into our multi asset portfolios. These strategies, when executed well, are designed to generate consistent returns regardless of market conditions.
Empowering decisions with integrity, optimizing asset allocation
Transform your portfolio management with Apollo’s MPS solution. Whether you're an advisor, institutional investor, or high-net-worth client, we bring world-class solutions tailored to your needs. Let’s start a conversation and build the future of investment together.
