Hardman & Co analyst interview | Closed-ended investments Q&A on Apax Global Alpha (APAX) | 1H24 deal activity rebounding   Apax Global Alpha (APAX) is the topic of conversation when Mark Thomas, analyst at Hardman & Co joins DirectorsTalk Interviews. In this interview, key insights are provided on Apax Global Alpha’s performance du [ … ]

Hardman & Co analyst interview | Investment Companies Q&A on Apax Global Alpha (APAX) | CM day presentation – How Apax adds value  Apax Global Alpha (APAX) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews. In this interview, Mark talks through the key highlights of Apax’s recent develo [ … ]

Hardman & Co Research on Apax Global Alpha (APAX): CM day: further proof of value added by Apax   The key messages from APAX’s well-received 2024 CM day and related announcements were: i) a new capital allocation policy with a set 11p dividend (current yield ca.7%) and creation of a distribution pool for future buybacks (if the discount is  [ … ]

Hardman & Co analyst interview | Investment Companies Q&A on Apax Global Alpha | Hidden gems strategy delivering new investment opportunities  Apax Global Alpha (LON:APAX) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews. In this interview Mark discusses his recent report on the co [ … ]

Hardman & Co Research on Apax Global Alpha (APAX): “Hidden Gems” strategy: green shoots into live deals   In our view, the most interesting new information from AGA’s 3Q results was the comment “a further five investments post quarter end” with a further one announced since. This six-week performance compares with two investments in the who [ … ]