Apollo’s Strategic Balancing Act: Divestment and Expansion Drive

Apollo Global Management is navigating a complex strategic landscape, simultaneously executing portfolio divestments while aggressively expanding its foothold in the lucrative private markets sector. This dual-track approach raises questions about its ability to reverse the significant share price declines experienced over the previous year.

A key pillar of Apollo’s growth strategy involves deepening its reach among retail investors. The firm recently launched three new “Evergreen ELTIFs,” specialized European funds designed to lower investment barriers for alternative asset classes. This initiative appears to be yielding substantial results. During the first half of 2025, Apollo’s Global Wealth segment reported massive inflows totaling $9 billion, distributed across 18 distinct investment strategies.

Selective Deal-Making and Portfolio Rationalization

Concurrent with its expansion efforts,... Read more...