Apollo Global: Private Credit Fears Create Opportunity (Upgrade)

Core Viewpoint - Apollo Global Management, Inc. (NYSE: APO) has underperformed in the past year, with a loss of approximately 13% in share value despite strong asset market performance that typically benefits private equity valuations [1] Group 1: Company Performance - Apollo Global Management's shares have decreased by about 13% over the last year [1] - The overall asset market performance has been strong, which should ideally support private equity valuations [1] Group 2: Analyst Insights - The article reflects a contrarian investment approach based on macro views and stock-specific turnaround stories aimed at achieving outsized returns with a favorable risk/reward profile [1]