Here’s an excerpt from an interview by Value Investor Insight with Alexander Roepers. Making highly concentrated bets, as Alexander Roepers can attest, requires conviction in one’s research, flexibility of mind and, at times, a cast-iron stomach: Excerpt: While he spends considerable time and effort on “constructive activism” with his portfolio … Read More
Alexander Roepers: “Is It Time For Value Now?”
Here’s a great lecture with Alexander Roepers asking the question – “Is it time for Value now?”: Part 2: (Source: International Value Investing Conference)
Alexander Roepers: Why Disciplined Investing Trumps Big Headlines
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 … Read More
Alexander Roepers – Look For Companies With Predictable, Sustainable Franchises That Have Hit A Speed Bump
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; … Read More