Alex Roepers

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.

Alex Roepers from Atlantic Investment Management, Charles Heenan from Kennox Asset Management, and Andrew Hollingworth from Holland Advisors share their insights from the London Value Investment Conference. They discuss the evolving landscape of value investing amid market shifts and inflation. The conversation also covers the challenges of active versus passive strategies, emphasizing the importance of fundamental analysis. Additionally, they highlight unique investment opportunities in less-explored markets, particularly in the natural resources sector.