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Unlocking Value: Alex Roepers’ pitch At Value Invest New York

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Jacob Wolinsky
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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 advancing shareholder value over time through a constructive shareholder activist (CSA) investment approach. The firm engages with companies on various fronts, including...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid