Private Equity: Alpha in an Evolving Market
From The View From Apollo by Apollo Global Management
November 24, 2025 · 55 min
About this episode
The episode explores the current state of private equity and the factors influencing investment outcomes in a changing market.
In this episode of The View from Apollo, Apollo’s Antoine Munfakh and Bryn Gostin take a deeper dive into the state of private equity in a changing market environment. They discuss what’s driving dispersion across managers, why fundamentals and operational depth have regained prominence and how disciplined investing is shaping outcomes today and in years to come by focusing on “alpha on the buy, the build and the exit.”
People in this episode
Host: Antoine Munfakh
Guest: Bryn Gostin
Topics covered
- private equity
- market environment
- investment strategies
- manager dispersion
- operational depth
- alpha investing
Keywords
- private equity
- market trends
- investment strategies
- alpha
- operational depth
- manager dispersion
Mentioned in this episode
Organizations: Apollo Global Management
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