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The Value Perspective

The Value Perspective with Alex Roepers

Nov 18, 2024
In this discussion, Alex Roepers, Founder and Portfolio Manager at Atlantic Investment Management, shares his vast experience in value investing spanning nearly four decades. He reflects on his journey from the Netherlands to New York, highlighting the evolution of his investment strategy. Alex contrasts his concentrated portfolio approach with broader market trends and emphasizes the importance of engaging constructively with company management. His memorable analogies to sailing and the Tour de France bring a unique perspective on patience and strategic decision-making in investing.
01:06:29

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Alex Roepers emphasizes the importance of conducting thorough due diligence and understanding personal experiences to shape effective investment philosophies.
  • He discusses the challenges of navigating market cycles and the need for adaptability, reflecting on lessons learned from both successful and unsuccessful investments.

Deep dives

The Evolution of a Value Investor

The journey of becoming a value investor often begins with personal experiences that shape investment philosophies. The individual discussed how their upbringing influenced their understanding of value, akin to making significant purchases like cars or houses. They emphasized the importance of conducting thorough due diligence and buying at the right price, which translates seamlessly into stock investing. This foundational perspective, developed through both personal and professional experiences, has guided their long-term investment strategy.

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