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PM Capital Global Companies Fund's investment thesis on Apollo Global Management ($APO) — Q4 2025 | Buyside Digest

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$APONYSEApollo Global Management

BULL

PM Capital Global Companies Fund—APO

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$127.70USD

-4.5% vs last month

$146.61Pitched

-12.9% since pitch

Market Cap$73.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In the December 2025 quarterly report, PM Capital, under the leadership of Chief Investment Officer Paul Moore and Co-Portfolio Managers Kevin Bertoli and John Whelan, details its performance and strategic positioning amidst a volatile global market landscape. The flagship PM...

— Paul Moore

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