Compare · APO vs CUBA
APO vs CUBA
Side-by-side comparison of Apollo Global Management Inc. (New) (APO) and Herzfeld Caribbean Basin Fund Inc. (CUBA): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both APO and CUBA operate in Investment Managers (Finance), so they compete in similar markets.
- APO is the larger of the two at $38.91B, about 1236.7x CUBA ($31.5M).
- Over the past year, APO is down 8.9% and CUBA is up 2.8% - CUBA leads by 11.7 points.
- APO has hit the wire 3 times in the past 4 weeks while CUBA has been quiet.
- APO has more recent analyst coverage (25 ratings vs 0 for CUBA).
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
Herzfeld Caribbean Basin Fund Inc.
The Herzfeld Caribbean Basin Fund Inc. is a closed-ended equity mutual fund launched by Thomas J. Herzfeld Advisors, Inc. The fund is managed by Herzfeld/Cuba. It invests in the public equity markets of the United States. The fund employing fundamental analysis investing in stocks of companies that are likely to benefit from economic, political, structural and technological developments in the countries in the Caribbean Basin, which consist of Cuba, Jamaica, Trinidad and Tobago, the Bahamas, the Dominican Republic, Barbados, Aruba, Haiti, the Netherlands Antilles, the Commonwealth of Puerto Rico, Mexico, Honduras, Guatemala, Belize, Costa Rica, Panama, Colombia and Venezuela. It invests in stocks of companies operating across diversified sectors. The Herzfeld Caribbean Basin Fund Inc. was formed on March 10, 1992 and is domiciled in the United States.
Latest APO
- WestCX Launches Orchestrate, Establishing the System of Action for Regulated Industries
- Apollo Funds to Acquire 40% Interest in Pembina Gas Infrastructure
- Athene Announces First Quarter 2026 Fixed Income Investor Call
- Apollo to Announce First Quarter 2026 Financial Results on May 6, 2026
- Intel to Repurchase 49% Equity Interest in Ireland Fab Joint Venture
- Apollo Funds Acquire Gatehouse Living Group from Gatehouse Bank
- New Era Energy & Digital Partners with Stream Data Centers for Flagship TCDC Campus
- Apollo Prices Offering of Senior Notes
- Athene Tops Annual Annuity Sales for Third Consecutive Year
- Apollo Funds Announce Strategic Investment in NSG Group, a Global Leader in Glass Manufacturing
Latest CUBA
- Herzfeld Caribbean Basin Fund Inc. filed SEC Form 8-K: Other Events, Financial Statements and Exhibits
- Herzfeld Credit Income Fund, Inc. Announces Board Approval of Change in Dividend Reinvestment Policy
- The Herzfeld Caribbean Basin Fund, Inc. Announces Change of Name and NASDAQ Ticker Symbol
- Director Gondor Cecilia L acquired $5,802 worth of shares (2,357 units at $2.46), increasing direct ownership by 6% to 44,317 units (SEC Form 4)
- Director Lieff Ann S acquired $9,247 worth of shares (3,756 units at $2.46), increasing direct ownership by 9% to 43,533 units (SEC Form 4)
- Portfolio Manager Paylor Ryan M acquired $10,729 worth of shares (4,358 units at $2.46), increasing direct ownership by 9% to 50,502 units (SEC Form 4)
- Director Herzfeld Brigitta Suzanne acquired $17,255 worth of shares (7,009 units at $2.46), increasing direct ownership by 6% to 131,766 units (SEC Form 4)
- Director Gelety John A acquired $1,908 worth of shares (775 units at $2.46), increasing direct ownership by 8% to 10,206 units (SEC Form 4)
- Chairman of the Advisor Herzfeld Thomas J acquired $222,333 worth of shares (90,313 units at $2.46), increasing direct ownership by 6% to 1,664,037 units (SEC Form 4)
- President Herzfeld Erik Mervin acquired $135,992 worth of shares (55,241 units at $2.46), increasing direct ownership by 9% to 640,171 units (SEC Form 4)