Investment Philosophy

Apex Management Finance is committed to independent fundamental research. Eighty  per cent of the research used is produced in-house.

Apex Management Finance’ core investment belief is that equity and currency markets are inefficient and that this can be exploited by an active manager - given the right resources and a disciplined, coherent approach. We therefore believe in the potential to generate competitive returns from independent research.

We are committed to fundamental research and we have the global resources to support this commitment. Our equity and currency analysts evaluate companies and countries economical situation from many perspectives, focusing on a business’s potential for long-term value creation and earnings power, and its ability to service debts.

Our experienced portfolio managers take the research ideas which carry our highest conviction and, using proprietary tools, construct portfolios that maximise returns with the appropriate level and distribution of risk.