Compare · APO vs JLS
APO vs JLS
Side-by-side comparison of Apollo Global Management Inc. (New) (APO) and Nuveen Mortgage and Income Fund (JLS): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both APO and JLS operate in Investment Managers (Finance), so they compete in similar markets.
- APO is the larger of the two at $76.50B, about 694.7x JLS ($110.1M).
- Over the past year, APO is down 1.7% and JLS is down 3.8% - APO leads by 2.1 points.
- APO has been more active in the news (8 items in the past 4 weeks vs 1 for JLS).
- APO has more recent analyst coverage (25 ratings vs 0 for JLS).
Apollo Global Management Inc. (New)
Apollo Global Management, Inc. is a private equity firm specializing investments in credit, private equity and real estate markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions. The firm provides its services to endowment and sovereign wealth funds, as well as other institutional and individual investors. It manages client focused portfolios. The firm launches and manages hedge funds for its clients. It also manages real estate funds and private equity funds for its clients. The firm invests in the fixed income and alternative investment markets across the globe. Its fixed income investments include income-oriented senior loans, bonds, collateralized loan obligations, structured credit, opportunistic credit, non-performing loans, distressed debt, mezzanine debt, and value oriented fixed income securities. The firm seeks to invest in chemicals, commodities, consumer and retail, oil and gas, metals, mining, agriculture, commodities, distribution and transportation, financial and business services, manufacturing and industrial, media distribution, cable, entertainment and leisure, telecom, technology, natural resources, energy, packaging and materials, and satellite and wireless industries. It seeks to invest in companies based in across North America with a focus on United States, and Europe. The firm also makes investments outside North America, primarily in Western Europe and Asia. It employs a combination of contrarian, value, and distressed strategies to make its investments. The firm seeks to make investments in the range of $10 million and $1.5 billion. The firm seeks to invest in companies with Enterprise value between $200 million to $2.5 billion. The firm conducts an in-house research to create its investment portfolio. It seeks to acquire minority and majority positions in its portfolio companies. The firm was formally know as Apollo Global Management, LLC. Apollo Global Management, Inc. was founded in 1990 and is headquartered in New York, New York with additional offices in North America, Asia and Europe
Nuveen Mortgage and Income Fund
Nuveen Mortgage and Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and Wellington Management Company LLP. It invests in the fixed income markets of the United States. The fund invests in undervalued mortgage-backed securities consisting primarily of non-agency residential mortgage-backed securities and commercial mortgage-backed securities with a favorable total return potential. It seeks to invest in below investment grade securities. The fund employs fundamental analysis with a focus on bottom-up stock picking approach based on rigorous analysis of the credit performance of the mortgage loan portfolios underlying the MBS, security structure characteristics such as the priority of payment, credit enhancement and default patterns of underlying loans, and the relative financial strength of the mortgage loan servicer to create its portfolio. It benchmarks the performance of its portfolio against Barclays Capital U.S. Aggregate Bond Index. It was formerly known as Nuveen Mortgage Opportunity Term Fund. Nuveen Mortgage and Income Fund was formed on September 10, 2009 and is domiciled in the United States.
Latest APO
- Apollo Adds Senior Policy and Government Affairs Leaders in Europe
- Broadcom, Apollo, and Blackstone Establish Landmark Strategic Platform to Accelerate More Than 20 Gigawatts of Global AI Deployments
- Apollo Leads $35 Billion Capital Solution for Broadcom AI XPV Platform in Partnership with Blackstone and Leading Global Banks
- Apollo Funds Complete Sale of ALTEMIRA, Leading Pan-Asian Aluminum Packaging Company
- Bridge Logistics Properties Raises Nearly $1.4 Billion For Its Value Fund II, Exceeding $1 Billion Target
- Apollo to Present at the Morgan Stanley 2026 US Financials Conference
- Athene Announces Key Leadership Appointment
- Apollo to Present at the Bernstein 42nd Annual Strategic Decisions Conference
- Stream Data Centers' Executive Leadership Expands to Meet Accelerated Hyperscale Demand, Deliver Efficient, Capital-Backed Results
- Apollo Funds Acquire Majority Stake in Noble Environmental, Inc.
Latest JLS
- SEC Form N-2 filed by Nuveen Mortgage and Income Fund
- SEC Form SCHEDULE 13G filed by Nuveen Mortgage and Income Fund
- Amendment: SEC Form SCHEDULE 13G/A filed by Nuveen Mortgage and Income Fund
- Amendment: SEC Form SCHEDULE 13G/A filed by Nuveen Mortgage and Income Fund
- SEC Form 4 filed by Virgilio Stephen
- SEC Form N-CEN filed by Nuveen Mortgage and Income Fund
- SEC Form N-CSR filed by Nuveen Mortgage and Income Fund
- SEC Form DEF 14A filed by Nuveen Mortgage and Income Fund
- SEC Form 3 filed by new insider Castro Joseph
- Portfolio Manager Parekh Aashh bought $1,810 worth of shares (100 units at $18.10), increasing direct ownership by 2% to 4,651 units (SEC Form 4)