Richard Fogler
Apollo Asset Management
APO-N
PAST TOP PICK
Sep 05, 2025
(A Top Pick Sep 11/24, Up 23%)
He's owned this one for 10 years. Private equity has cooled off in the last little while, but that's just noise. The good businesses are growing dramatically. Added insurance, a huge growth business. US has just approved private equity in 401(k) accounts, a $13T market of which private equity is only 1% (but could rise to 5-7% over time).
He's owned this one for 10 years. Private equity has cooled off in the last little while, but that's just noise. The good businesses are growing dramatically. Added insurance, a huge growth business. US has just approved private equity in 401(k) accounts, a $13T market of which private equity is only 1% (but could rise to 5-7% over time).