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Anti-Provincial
11/30/2025Apis Capital’s Daniel Barker and Eric Almeraz explain why they don’t have much direct competition, how they zero in on ideas from a very broad investment universe, the global investment themes currently reflected in their portfolios, and why they see mispriced value in Garrett Motion, Alzchem, Osaka Soda, SNT Dynamics, Harmonic Drive Systems and C3.ai.
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