Alex Roepers, Chief Investment Officer of Atlantic Investment Management, recently took the stage at the Value Invest New York conference to share insights into the firm's unique investment approach and present compelling investment opportunities. With a focus on shareholder activism and a track record spanning over three decades, Roepers outlined the firm's strategy for unlocking incremental value in undervalued companies. This article will delve into key highlights of Roepers' presentation, examining his investment philosophy, performance track record, and specific stock recommendations.
Shareholder Activism and Investment Approach:
Alex Roepers emphasized Atlantic Investment Management's commitment to...