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
Stick, twist of fold
Last week I shared the Apollo “Margin of Safety” chart on Pepsi (see articles) and noted how it, specifically and Consumer Staples as a sector…
What, when and why? The portfolio manager’s dilemma.
I don’t start the day wondering what to write the topic finds me. Every morning brings news, earnings, or rumour that creates an explosion of…
It’s the end of the (investment) world as we know it.
At the start of last year I wrote a piece with the same title. Coming into 2025, many investors assumed 2024’s winners would stay winners….
Three wheels on my wagon (the one everyone is on, apparently)
I wrote a piece the other day ‘What, when and why? The portfolio manager’s dilemma’ in which I said that I don’t start the day…
Weather Report January 2026
Entering into February, we take a look back at the weather report for January 2026 and take a view on what might lie ahead in…
Weather. Report December 2025
As global equity markets look ahead to the coming year, we summarise the year that has gone and look forward to the New Horizons of…