Emily Thomas-Adderson

At Apollo, we have long advocated that patience and valuation are key to long-term investment success. While we were early in calling the rotation away from US mega-cap tech, we remained steadfast in our conviction that select regions, sectors, and themes presented once-in-a-generation opportunities. Our equity exposure is built on high-quality yet undervalued companies, managed by alpha-generating active managers across regional, sector-focused, and thematic strategies.

We find diverse geographical exposure particularly compelling, with Europe, Japan, Emerging Markets, and Asia standing out as the most attractive opportunities for long-term investors. Absolute return allocation remains a key diversifying asset class, designed to deliver low-risk, low-volatility returns within our portfolios. By focusing on strategies that generate consistent, risk-adjusted performance, we enhance stability while maintaining diversification across market cycles.

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