Apollo Shifted to Distressed Assets During Lockdown: Nord

The transcript discusses the speaker's background and the firm's investment strategy, focusing on buying good companies with less debt to achieve better risk-reward. It highlights the firm's flexibility in adapting to market conditions, such as shifting focus during the COVID-19 crisis. The competitive landscape is addressed, with examples of strategic deals. Future prospects and market conditions are also explored, emphasizing the firm's approach to long-term value creation.

How does Apollo manage to withstand market shocks according to the text?

What role does discipline play in Apollo's investment approach?

What is the philosophy behind Apollo's investment strategy?

What challenges does Apollo face in the current competitive landscape?

What is the significance of the merger between Tech Data and SYNNEX?

How long does Apollo typically hold its investments?

What does the term 'zombie companies' refer to in the context of the discussion?