DiscoverForesight Active Advantage Podcast SeriesEpisode 4: Apis’ Investment Philosophy, Stock Selection, Sell Discipline & Short Selling
Episode 4: Apis’ Investment Philosophy, Stock Selection, Sell Discipline & Short Selling

Episode 4: Apis’ Investment Philosophy, Stock Selection, Sell Discipline & Short Selling

Update: 2022-02-22
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Dan Barker CFA is a Partner and Portfolio Manager at Apis Capital. Dan is a 25+ year veteran stock picker, having spent his career investing in companies from around the globe.

 He co-founded Apis in 2004 with Eric Almeraz CFA. Since then, the Apis Flagship fund has outperformed the MSCI All Country World Index, net of fees, and with less volatility.

 Dan describes the global small and mid cap investment universe, why companies are inefficiently priced and the reasons why Apis has an edge in finding companies experiencing long-term compound growth.

 We discuss the similarities and differences between investing on the long and the short side.

 Dan takes us though one of the firm's investments from start to finish; highlighting how a truly global perspective helps Apis to find investment opportunities.

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Episode 4: Apis’ Investment Philosophy, Stock Selection, Sell Discipline & Short Selling

Episode 4: Apis’ Investment Philosophy, Stock Selection, Sell Discipline & Short Selling

Dan Grioli