Alexander Roepers: Why Disciplined Investing Trumps Big Headlines

Johnny HopkinsAlexander Roepers, Investing StrategyLeave a Comment

One of the activist investors we follow closely here at The Acquirer’s Multiple is Alexander Roepers. Earlier this year Roepers did a great interview with Forbes in which he discussed his investment strategy. He highlighted the importance of thinking like a private equity owner, and staying within your circle of competence, in order to achieve investment success saying: “It’s a … Read More

Alexander Roepers – Look For Companies With Predictable, Sustainable Franchises That Have Hit A Speed Bump

Johnny HopkinsAlexander RoepersLeave a Comment

One of the investors we watch closely here at The Acquirer’s Multiple is Alexander Roepers, the founder of Atlantic Investment Management. The firm’s investing methodology is differentiated by its: (1) well-defined universe of quality publicly-traded industrial / consumer companies; (2) concentration of capital and research on its highest conviction investments; (3) private equity-like due diligence; (4) constructive engagement with managements … Read More