Apax Global Alpha (APAX): Jam yesterday, and tomorrow, but not today
AGA was transparent in that 2024 was a below-average year for the company, with a total NAV return of 0.8% (-3.0% constant currency, including a...
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Apax Global Alpha — Seeking a fresh start
Apax Global Alpha’s (AGA’s) investment advisor (Apax) and board have been proactively addressing the factors behind AGA’s subdued performance in...
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Apax Global Alpha - AGA passed inflexion point with deal activity rising
As noted in our reports, 'CM day: further proof of value added by Apax' and '1H’24: deal activity coming back strongly', the stock of exit-able...
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Quiddity Leaderboard F100/F250 Dec25: Intra-Review Changes Galore; High-Impact Replacement Names
We expect at least five intra-review replacements in the F20 index prior to the December 2025 index review. There are three other deals that could...
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The Hardman & Co Monthly: July 2025
The risk of power cuts in the UK, for a variety of reasons, remains real. Low plant margins (i.e. limited spare capacity at peak) in the UK are...
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