Apis Partners is a privately owned investor advisory firm founded in 2004 by Daniel Barker and Eric Almeraz. At its core, the company is the boutique manager without geographical limits when it comes to investing.
They have two preferred strategies, long/short equity and long only, emphasizing investing in small and mid-cap companies. The fund’s research process is bottom-up, and in their sights are technology, healthcare, consumer, and material & industrial sectors.
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Flagship Fund Commentary
In the last year, the flagship fund generated a 13.17% net gain, with the long book delivering 16.20%, and the short book being the detractor with -0.09% gains. The benchmark MSCI ACWI index outperformed, pushing out 17.49% gains.
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