Meet the Investor Series: Dan Barker, APIS Capital Advisors

SB Talks

In this episode of Meet the Investor, host Joey Mouracadeh speaks with Dan Barker, Founder of APIS Capital Advisors, a global long/short equity firm managing over A$1 billion for institutional and private clients.

Dan details their process around how APIS has been taking a benchmark-agnostic, bottom-up approach to uncovering opportunities across global small- and mid-cap markets for over 20 years, and how the firm was built to invest without borders - going whevever value and growth intersect.

He explains how one of their strategies constructs low net exposure portfolios through high-conviction long and short ideas, and how deep research and a global network power their process.

Joey and Dan also discuss the mechanics of short selling, how APIS identifies niche winners - like a Japanese supplier tied to GLP-1 drug production - and how they manage risk in today's volatile macro and geopolitical environment.

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