Foresight Analytics: Active Advantage Podcast Series
Dan Barker, CFA is a Partner and Portfolio Manager at Apis Capital. He joins Daniel Grioli from the Foresight Analytics Active Advantage Podcast Series.
Foresight Analytics, an independent Sydney-based firm, provides investment diligence, data analytics, and advisory solutions to leading investment management companies, superannuation funds, and wealth groups across the Asia Pacific.
Across four distinct sessions, Dan describes the global small and mid-cap investment universe, why companies are inefficiently priced, and why Apis has a unique advantage in finding companies experiencing long-term compound growth. He and Daniel discuss the similarities and differences between investing on the long and the short side. Dan also takes listeners & viewers through one of the firm’s investments from start to finish, highlighting how a truly global perspective helps Apis to find investment opportunities.
Episode 4 – Part 1: Founding of Apis and its unique investment philosophy with Dan Barker
Episode 4 – Part 2: Compounders and Moats
Episode 4 – Part 3: Short Selling with Apis Capital’s Dan Barker
Episode 4 – Part 4: Investment Process in Action – Stock Selection and Sell Discipline
More News
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September 25, 2024All credits due to the “happy marriage” making Apis Capital last
The 21 years Eric Almeraz and Daniel Barker have spent “happily married” in their investment partnership at New York-based Apis Capital Advisors have been undeniably fruitful: strong performance, consistency and an award win, to name a few. ... -
September 12, 2024
The 2024 Financial Newswire/SQM Research Fund Manager of the Year Awards
Apis Capital Wins Fund Manager of the Year in Long/Short Equities category -
August 15, 2024Fund Managers Highlight Four Under-The-Radar Value Stocks For Q3 2024
Jacob Wolinsky, Founder of Hedge Fund Alpha and Forbes contributor, shares insights from his recent interview with Daniel Barker and Eric Almeraz of Apis Capital. -
July 12, 2024Q3 2024 Issue
Daniel Barker and Eric Almeraz of Apis Capital discuss the firm’s approach to global small-cap investing and share some top portfolio ideas. -
May 31, 2024Downside Detection
Daniel Barker and Eric Almeraz of Apis Capital explain why they actively short and how their processes differ between shorts and longs. -
September 20, 2022
The 2022 Financial Newswire/SQM Research Fund Manager of the Year Awards
Apis Global Long/Short “Highly Commended” in Long/Short Equities category -
April 01, 2021EisnerAmper Trends Watch – Alternative Investments Intelligence Blog
Trends Watch: Global Small and Mid-Cap Equity Securities -
July 15, 2020Hedge Fund Alert
Apis Capital has started broad marketing efforts for a long-only fund. -
June 30, 2020
Value Investor Insight
Investors often try to turn insight from one company or market into a money-making opportunity elsewhere. Apis Capital appears to be particularly good at it.