Apax Global Alpha unique ‘Hidden Gems’ strategy

In our view, the most interesting new information from Apax Global Alpha Ltd (LON:APAX) 3Q results is the comment “a further five investments post quarter end” with a further one announced since. This six-week performance compares with two investments in the whole previous quarter. Market wide, there are comments about encouraging green shoots of activity, but Apax is now completing deals. We explore, here, what is unique about the “Hidden Gems” strategy and why it is creating these opportunities. Interestingly, the deals have a broad range of EBITDA growth options, giving comfort that unchanged target returns remain realistic despite the higher interest rate environment.

Successful strategy: In our view, the company’s recent new investment acceleration has been driven partially by market conditions but also its unique position. Focus is on improving the operational performance of investments, the mid-market, secular-growth, resilient sectors, and its scale, experience, brand and global offices.

Click to view all articles for the EPIC:
Or click to view the full company profile:
    Facebook
    Twitter
    LinkedIn
    Hardman & Co

    More articles like this

    Hardman & Co

    Apax Global Alpha delivering market-beating returns

    The interim results to June 2023 reconfirmed Apax Global Alpha plc (LON:APAX) core strengths, notably i) Apax enhances the operational performance of the funds’ investments ‒ LTM revenue and EBITDA growth of 16.0% and 14.1%, respectively,

    Hardman & Co

    Apax Global Alpha adding value to private companies (VIDEO)

    Apax Global Alpha (LON:APAX) is the topic of conversation when Mark Thomas Analyst at Hardman & Co joins DirectorsTalk Interviews. In this interview Mark talks us through his recent report entitled ‘Making Pearls out of Oysters’, explains

    Hardman & Co

    Apax Global Alpha: Making pearls out of oysters

    Apax Global Alpha Limited (LON:APAX) (AGA) core is the investment in the Apax Private Equity Funds, which, in turn, target the acquisition of private companies, whose performance is then transformed by Apax’s global insights and operational