Investor Summary

Apollo Global Management was founded in 1990 by Leon Black, Josh Harris, and Marc Rowan, with Marc Rowan currently serving as Co-Founder, CEO and Chair of the Board. The firm employs over 5,400 people worldwide including more than 900 investment professionals. Following the 2022 merger with Athene Holding Ltd., Apollo operates with a single class of common stock featuring one share, one vote governance structure and a Board of Directors consisting of two-thirds independent directors. The leadership team includes Jim Zelter as President, Scott Kleinman and John Zito as Co-Presidents of Apollo Asset Management, Martin Kelly as CFO, and Whitney Chatterjee as Chief Legal Officer. Apollo leads among alternative peers with superior governance structure and experienced leadership team.

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Fund Strategy

Apollo is grounded in a value-driven investment philosophy focused on delivering outperformance and downside protection. The firm's core principles include purchase price matters, seek excess return per unit of risk across the risk/reward spectrum, and strong alignment with clients. Apollo pursues investment excellence through the tenacity, passion, and integrity of our people and values creativity and imagination in everything that we do. The company operates a capital-efficient business model that creates superior client alignment and drives faster growth. Apollo provides a broad suite of investment products focused on traditional alternatives and fixed income replacement across credit, equity, real assets, capital solutions, and financial services, alongside retirement solutions.

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FUND PERFORMANCE AS OF 30th September 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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