Stock

In our view, thoughtful and informed active management can help our clients achieve their long-term objectives. This is the way we’ve approached Stock management since 2019.

Our portfolio managers are given the freedom to develop their own individual approach, which is then documented and monitored by our independent product management team. The goal is to ensure that our approaches are managed in line with a deeply considered, proven philosophy that sets out exactly how the manager intends to identify opportunities and control risks.

Own a Piece of a Company's Future

Our integrated global investment platform fosters collaboration and allows our investment professionals to share ideas across geographies on a daily basis.

  • We are given regular updates on the underlying funds to ensure they are being managed according to their stated objectives and investment processes.
  • We gain access to the underlying fund managers to probe their thinking and evaluate their commitment.
  • We are given the insights of fund managers and economists into markets, economics, politics, themes, sectors and stocks to help us analyse our underling funds, portfolio construction and tactical asset allocation.
  • Underlying fund managers must have proven and repeatable investment processes so they manage their funds in the way we expect over the long term.

Why Trade Stocks With Apex Trust Funds?

Our tools, info, and professional guidance mean you’ll never have to face the markets on your own.

  • Get market data and easy-to-read charts
  • Use our stock screeners to find companies that fit into your portfolio
  • Trade quickly and easily with our stock ticker page

Why Trade Stocks?

Stocks let you own a piece of a company’s future. They’re available for a wide variety of industries—so you can tap into your knowledge of specific businesses, or help you to diversify your portfolio.

Growth potential

While stock performance changes over time, successful stocks can help your money grow—at times, they can even outrun inflation

Control

You decide which company to invest in, when it’s time to buy, and when it’s time to sell

Flexibility

Since stocks trade by the millions every day, you can move quickly when you’re buying or selling.

We are always ready to help you !Exploring investment opportunities

The Team, in collaboration with the advisors in the Apex Trust Funds Network, which are selected and retained along with the sectors, seeks to identify potential control or co-control equity investments in companies with strong or improving market positions, a significant potential for top-line and earnings growth, and an engaged management team. In the middle-market segment, additional focus is on growth equity in the family- and entrepreneur-owned businesses, corporate orphans, and public-to-private transactions.

This work, in conjunction with opportunities originating from the Apex Trust Funds Advisors, ensures a strong pipeline of possible transactions. Targeted companies should have the potential for improvement and value creation by investing in growth, performance improvement, and active participation in industry consolidation through add-on acquisitions.

The typical equity investment opportunity in the large-cap segment ranges between EUR 125 million and EUR 1,200 million, and in the mid-cap segment between EUR 40 million and EUR 125 million.

The focus is on finding companies with underlying competitive advantages, such as operational excellence, unique brand qualities, and superior product characteristics – the essential building blocks of a strong market position. When assessing a company’s growth potential, an array of factors are considered, such as addressable market size, the potential for new products and geographical expansion, distribution channels, and customer satisfaction.

ActivitiesBuilding Market Leaders in Core Economic Sectors

Apex Trust Funds Private Equity follows a highly flexible 'first principles' investment approach, applying developed world investment tools Globally..

* Stop and conditional orders may help protect your portfolio

* The price-to-earning (P/E) ratio can help you identify value stocks

* Compare earnings-per-share (EPS) between similar companies

* Market capitalization (market cap) is the dollar value of a company

* Stock performance can fluctuate depending on market conditions