Signal from Noise will occasionally use a Question & Answer format, as we run across portfolio managers with investment themes and stock ideas relevant to our subscribers. It’s our intention to familiarize you, if briefly, with the views of successful money managers, some you might have read about, but, more importantly perhaps, some you might not have

This week’s Q&A was conducted recently with Alexander Roepers, who owns and runs the New York City-based Atlantic Investment Management, which began operations in 1988. Alex has been at the helm the entire time and expanded the scope of investment from the US to include eventually international assets. As you’ll see below, Atlantic Investments has strongly outperformed over the long term, even with a few hiccoughs. Alex has been dubbed the “Gentleman Activist,” for his generally non-hostile and cooperative approach to persuading underperforming companies to change their ways. 

Q: Describe briefly the history of Atlantic and its funds and your general investment stock picking approach.

A: Atlantic Investment was founded in 1988. I call our approach concentrated disciplined value investing and we prospect in a carefully defined universe of $1-20 billion industrial/consumer products/services companies...

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