In 2004 we built an Equity investment product – Apollo. On a daily basis it systematically values, analyses and advises on 8000 global companies; providing a unique insight into how stocks, sectors and markets are changing and where opportunities and risks are emerging. Follow those thoughts and idea here at On Balance…
Latest Blog Posts
The Need to Know..
The Need to Know – Always Since we created Apollo – 20+ years ago, we have come up with one of two great ‘strap lines’…
Weather Report September 2025
Storm season arrives We call our regular Apollo based commentary “The Weather report”. The analogies that we can make with the multiple elements of Value, Momentum…
Weather Report August 2025
As summer ends, we move into more autumnal conditions in the markets. Things remain relatively stead but we can expect a pick up in the…
The Apollo Market Almanac
Beyond the weather report, the other essential maritime document is the Nautical Almanac. In many ways, a form of Market Almanac could be a useful…
Weather Report July 2025 – Summer breeze
As a slowing July Market looks towards August with a few concerns about overvaluation and falling momentum, we remain relatively unfazed. Our portfolios are consolidating…
The Unknown Knowns
After last week’s discussion of Unknown Knowns, we update our findings and revisit the idea of how dynamically risk managing the portfolio’s exposure to underlying…