The fund was founded in 2004 by Daniel Barker, who serves as Managing Partner, Founder and Chief Investment Officer. Prior to founding Apis, Barker had extensive portfolio management experience at J&W Seligman & Company and GE Investments. Key leadership also includes Eric Chou Almeraz, who serves as Managing Member and Director of Research, and Richard Hyok Yun, who serves as CFO and Chief Compliance Officer. The Apis team consists of experienced professionals with backgrounds in investment management, healthcare, and finance, with offices located in New York and Minneapolis.

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Apis Capital Advisors employs a borderless approach to stock-picking that unearths unique investments to deliver strong, long-term results for clients. The firm is driven by performance and guided by deep experience across global equity markets. As a boutique manager, their approach to investing is based on their ability to 'connect the dots' across borders and leverage their experience around the world. The investment strategy relies on detailed fundamental analysis, evaluating factors such as sustainable competitive advantage, pricing power, financial track record, entry barriers, management, balance sheet, returns on capital, and valuation. They emphasize selecting undervalued companies for long positions and overvalued companies with deteriorating fundamentals for short positions, seeking to limit losses by investing in securities trading below intrinsic value. The firm aims to deliver consistent absolute returns via both long and short positions primarily in small- and mid-cap stocks globally. Their eclectic, global portfolios span multiple countries and sectors, showcasing investments across diverse international markets. The team leverages extensive international experience and networks to create unique investment opportunities. Founded in 2004, the firm has maintained a focus on fundamental analysis and global diversification throughout its operating history.

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