Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLS | S08 E09
Episode publishedPodcast: The Acquirers PodcastThe Acquirers Podcast
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And we're live. This is Value After Hours. I'm Tobias Carlisle joined as always by my cohost, Jake Taylor. Our special guest today is Alexander Ropas, the founder and chief investment officer of Atlantic. Alex, welcome. How are you?
I'm good. Thank you for having me.
Absolute pleasure. I've been following you. I'd said this before we went on live. I've been following you since 2010 when I saw you speak at Value Investing Congress in New York. Tell us a little bit about the strategy that you have at Atlantic.
Yeah, my pleasure. So I started Atlantic over thirty years ago, initially just in The US, and the idea was to concentrate capital and research on high conviction public equities. And if you concentrate capital, you have to be careful and you need to go into areas that are in the area of competence and that have good margin of safety. So we started with a universe definition that excludes areas that we are uncomfortable with or that present idiosyncratic risks, such as technological obsolescence risk. That's a mouthful, I realize, but it has to do with the fact that certain companies do high-te
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