Newsroom

August 26, 2026
Behind The Balance Sheet
News Coverage

Behind The Balance Sheet

Stephen Clapham interviews Alex Roepers on the origins of Atlantic and all the opportunities in today's markets

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June 24, 2026
Value Invest London 2026
News Coverage

Value Invest London 2026

Excerpt from Alex Roepers’ presentation

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March 10, 2026
The Acquirers Podcast
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The Acquirers Podcast

Watch Alex Roepers speaking live with Tobias Carlisle and Jake Taylor on Value After Hours

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May 14, 2025
Value Invest London
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Value Invest London

Alex Roepers interview at Value Invest London 2025, following his presentation on NEX FP, ELIS FP, APTV US and GTLS US

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November 18, 2024
The Value Perspective Podcast
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The Value Perspective Podcast

Alex Roepers featured on the Value Perspective podcast: Navigating Market Cycles and Unlocking Value

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October 23, 2024
HFM APAC 2024 Nomination Interview
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HFM APAC 2024 Nomination Interview

Alex Roepers featured in With Intelligence: Celebrating 20 Years of Success in Japan’s Mid-Cap Value Market

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February 29, 2024
Value Investor Insight
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Value Investor Insight

Alex Roepers, Kristian Gevert, Andrew Black and Daniel Griffith explain why they strictly narrow their opportunity set, how they scale in and out of positions, why they decided to stop shorting, and what they think the market is missing today in Wesco International, Rexel, Eastman Chemical, Aker Solutions and Niterra.

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December 12, 2023
Value Invest New York
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Value Invest New York

Alex Roepers interview at Value Invest New York 2023, following his presentation on WCC US and AKSO NO

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December 12, 2023
Value Invest New York
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Value Invest New York

Clip from Alex Roepers Presentation at Value Invest New York 2023

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May 2, 2023
Milken Conference – Asset Management: Constructing Portfolios for the Future
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Milken Conference – Asset Management: Constructing Portfolios for the Future

Alex spoke at the “Asset Management: Constructing Portfolios for the Future” panel on May 2nd at the Milken Conference.

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May 2, 2023
Asset Management: Constructing Portfolios for the Future
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Asset Management: Constructing Portfolios for the Future

Alex Roepers speaking at the Milken panel on Asset Management: Constructing Portfolios for the Future

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May 5, 2022
Milken Conference – Public Markets: Trends and Opportunities
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Milken Conference – Public Markets: Trends and Opportunities

Alex spoke at the “Public Markets: Trends and Opportunities” panel on May 3rd at the Milken Conference.

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October 19, 2021
Macroeconomics: A Continued Success Story
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Macroeconomics: A Continued Success Story

Alex Roepers speaking at the Milken panel on Macroeconomics: A Continued Success Story

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June 17, 2020
Interview with Robert Hunter
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Interview with Robert Hunter

In an interview by London Value Conference Founder Robert Hunter, Alex Roepers discusses DXC, G4S, OI, AXTA.

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April 27, 2020
Wall Street Transcript Interview
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Wall Street Transcript Interview

Achieving Superior Returns Over Time Through High-Conviction Ideas

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March 26, 2020
CNBC TV Interview
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CNBC TV Interview

Alex Roepers, value investor and founder of Atlantic Investment Management, joins “Squawk Box” by phone to discuss why he says the current market environment is like a candy store in small and mid-cap value land.

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February 19, 2020
FS Insight Interview
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FS Insight Interview

Atlantic Investment’s Concentrated Approach Yields Strong Returns - FS Insight interviews Alex Roepers.

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December 31, 2019
Value Investor Insight
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Value Investor Insight

Atlantic Investment Management discusses opportunity in today's uncertain auto-related landscape. (See page 7)

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June 27, 2019
Bloomberg TV Interview
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Bloomberg TV Interview

Bloomberg TV interviews Alex Roepers on the Rotation Back to Value.

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June 6, 2019
Putting Things into Perspective
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Putting Things into Perspective

Compelling Value Opportunities in a Growth Market

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October 24, 2018
International Value Investing Conference
News Coverage

International Value Investing Conference

Alex Roepers presents at the 2nd Annual International Value Investing Conference in Luxembourg.

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September 17, 2018
Barron’s: Stock in This Bottle Company Looks Ready to Rebound
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Barron’s: Stock in This Bottle Company Looks Ready to Rebound

Alex Roepers urges sale of OI’s European business.

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July 18, 2018
CNBC TV Interview
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CNBC TV Interview

CNBC TV interviews Alex Roepers at the Delivering Alpha Conference.

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July 18, 2018
CNBC Delivering Alpha Conference
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CNBC Delivering Alpha Conference

Alex Roepers presents Huntsman and what he looks for when investing.

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May 1, 2018
CNBC TV Interview
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CNBC TV Interview

CNBC TV interviews Alex Roepers at the Milken Conference in Los Angeles. Well-known activist investor and founder of Atlantic Investment Management says he's not interested in board-room battles or proxy fights. Instead, his firm advocates for "liquid activism."

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March 29, 2018
Alex Roepers featured in Reuters
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Alex Roepers featured in Reuters

Activist investor sees Diebold Nixdorf shares doubling with new CEO

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March 8, 2018
Forbes Interview with Alex Roepers
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Forbes Interview with Alex Roepers

Top Performing Activist Investor Alex Roepers On Why Disciplined Investing Trumps Big Headlines

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March 7, 2018
The Hedge Fund Journal - Atlantic Investment Management
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The Hedge Fund Journal - Atlantic Investment Management

30 years of disciplined, focused value investing in public equities

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November 13, 2017
Tesla: Reality Check
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Tesla: Reality Check

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October 31, 2017
Event Review: Legends4Legends, Amsterdam, September 2017
News Coverage

Event Review: Legends4Legends, Amsterdam, September 2017

Atlantic Investment Management: Long value, including select auto parts stocks, short Tesla

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October 6, 2017
Doubts About Tesla Grow Due to Production Problems
News Coverage

Doubts About Tesla Grow Due to Production Problems

Alex Roepers is quoted in discussing Tesla at the Legends 4 Legends conference in Amsterdam on September 28, 2017.

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August 16, 2017
Reuters News Interview
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Reuters News Interview

Clariant, Huntsman investor backs merger, fears fight is a distraction.

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August 7, 2017
Capitalize 4 Kids Interview
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Capitalize 4 Kids Interview

Alex Roepers shares his strategy for beating the market with only six stocks in his portfolio.

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May 23, 2017
Bloomberg Brief
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Bloomberg Brief

Alex Roepers says the firm has chosen to engage in "liquid activism" and he sees opportunities in mid-cap value stocks.

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May 2, 2017
Milken Conference - Activist Investors: Unlocking Value
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Milken Conference - Activist Investors: Unlocking Value

Alex Roepers discusses activism at the Milken Conference panel “Activist Investors: Unlocking Value” in Los Angeles.

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May 2, 2017
Bloomberg TV
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Bloomberg TV

Bloomberg TV interviews Alex Roepers on Japan's economy, corporate reforms, and activism in Japan at the Milken Conference in Los Angeles on May 2, 2017.

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April 9, 2016
At Owens-Illinois, the Glass Is Half-Full
News Coverage

At Owens-Illinois, the Glass Is Half-Full

Several insiders have been buying stock, a good sign. The new chief financial officer, Jan Bertsch, and three other officers picked up shares in February at prices ranging from $13 to $15 a share. The stock has also attracted a number of noted value investors, including Alexander Roepers’ Atlantic Investment Management...

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March 9, 2016
HFM Week: Behind Closed Doors - The
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HFM Week: Behind Closed Doors - The "Friendly" Activists Keeping a Low Profile

“We are constructive and engaged with boards but we have two other objectives: to retain liquidity and to always remain respectful of management because it’s a small world, we have been doing this for a long time and we want to continue doing this for a long time,” says founder and CIO Roepers.

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March 9, 2016
HFM Week: Behind Closed Doors - The
News Coverage

HFM Week: Behind Closed Doors - The

“We are constructive and engaged with boards but we have two other objectives: to retain liquidity and to always remain respectful of management because it’s a small world, we have been doing this for a long time and we want to continue doing this for a long time,” says founder and CIO Roepers.

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December 2, 2015
HedgeFund Intelligence: AsiaHedge
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HedgeFund Intelligence: AsiaHedge

NY-based Roepers' Atlantic Investment Asian strategies prosper in 2015

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August 15, 2015
Barron's: Owens-Illinois Glass Half Full
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Barron's: Owens-Illinois Glass Half Full

Beneath the surface of this battered company there are important changes that could brighten the picture by the end of 2016, avers Alexander Roepers, president of Atlantic Investment Management, which has been adding shares. Its 8% stake makes Atlantic one of the company’s largest holders.

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May 13, 2015
Wall Street Journal: Owens-Illinois Bets on Mexico for Growth
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Wall Street Journal: Owens-Illinois Bets on Mexico for Growth

The Owens-Illinois acquisition pleased one of the company’s biggest shareholders, Atlantic Investment Management Inc., whose stake is nearly 8%. On Wednesday, Alexander Roepers, president of Atlantic, said in an interview that the Mexico deal is “the spark that was needed” and will be more positive for earnings per share than stock repurchases would be.

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April 10, 2015
Wall Street Journal: Can Owens-Illinois Put the Genie Back in a Bottle?
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Wall Street Journal: Can Owens-Illinois Put the Genie Back in a Bottle?

Owens - Illinois finally seems to be on the mend, said Alexander Roepers, president of Atlantic Investment Management Inc., New York which owns about 7.5% of the bottle maker.

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June 3, 2014
Interview: Bloomberg Brief with Alex Roepers
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Interview: Bloomberg Brief with Alex Roepers

Japan is a "candy store of value," says Atlantic Investment Management's Alex Roepers.

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May 14, 2014
Institutional Investor's Alpha: Atlantic Files Two 13Ds - Takes Second Look at Owens-Illinois
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Institutional Investor's Alpha: Atlantic Files Two 13Ds - Takes Second Look at Owens-Illinois

Atlantic Investment Management filed a 13D on two separate companies. The moves were especially significant, given that the low-key, sometimes activist firm had not filed a new 13D since September 2012.

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February 28, 2014
Bloomberg: Top 25 Midsize Hedge Funds
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Bloomberg: Top 25 Midsize Hedge Funds

Atlantic Investment's Cambrian Fund is ranked number 8 with a YTD total return of 36.5%.

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February 18, 2014
Institutional Investor's Alpha: Alex Roepers' Light-Touch Activism Pays Off for Atlantic
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Institutional Investor's Alpha: Alex Roepers' Light-Touch Activism Pays Off for Atlantic

Alex Roepers' constructive shareholder activism approach led Atlantic Investment to a very profitable 2013.

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January 23, 2014
Bloomberg: Top 50 Midsize Hedge Funds
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Bloomberg: Top 50 Midsize Hedge Funds

Atlantic Investment's Cambrian Fund is ranked number 8 with a YTD total return of 36.5%.

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April 30, 2013
Interview: Value Investor Insight with Alexander Roepers
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Interview: Value Investor Insight with Alexander Roepers

While the companies that attract his attention may lack a certain pizazz, Alex Roepers' success in investing in them has resulted in quite exciting returns.

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May 31, 2012
Interview: Graham & Doddsville with Alex Roepers
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Interview: Graham & Doddsville with Alex Roepers

Views on investment philosophy, market view and current investments.

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December 24, 2010
Barron's: Backstage Power
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Barron's: Backstage Power

Alexander Roepers' view on why he likes ITT, Owens-Illinois and FMC and dislikes Vornado Reality Trust and Simon Property Group.

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November 23, 2009
Interview: Wall Street Transcript with Alexander Roepers
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Interview: Wall Street Transcript with Alexander Roepers

Investing in industrial and consumer goods and the investment philosophy of Atlantic Investment Management.

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November 3, 2009
Barron's: Smucker - Growth in a Jif
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Barron's: Smucker - Growth in a Jif

Alexander Roepers, president and chief investment officer of Atlantic Investment Management, notes that with shares trading at around nine times enterprise value to earnings before interest and taxes (EV/EBIT), the stock is cheap considering that Kraft Foods' (KFT) interest in Cadbury values the latter at 14-15 times. Roepers, who expects Smucker will climb to the low $70s -- from a recent $51.89 -- in the next six to 12 months, says he is "very comfortable with the management and quality control at Smucker."

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October 21, 2009
Bloomberg Business: Left Behind - Quality Stocks That Missed the Rally
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Bloomberg Business: Left Behind - Quality Stocks That Missed the Rally

J.M. Smucker's Sales Lift One of the top holdings in Alexander Roepers' value portfolio at Atlantic Investment Management is J.M. Smucker (SJM), which doesn't look very cheap at first glance. But it's one of a handful of stocks that meet his rigorous criteria, which include predictable and recurring revenue and cash flows through an economic cycle, a market cap of $1 billion to $20 billion, and no vulnerability to technical obsolescence, product liability, or government intervention. The company, which makes Jif peanut butter, Hungry Jack pancake mix, Borden's canned milk, and many other brand-name foods, has better sales in a weak economy as people eat at home more, says Roepers.

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June 1, 2009
Barron's: Stocks End Best Three Months Since '98
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Barron's: Stocks End Best Three Months Since '98

Alexander Roepers discusses J.M. Smucker (SJM) in today's markets.

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May 22, 2009
Value Investor Insight: Testing Patience
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Value Investor Insight: Testing Patience

Multiple SuperInvestors appear to believe Thermo Fisher Scientific is a high-quality, stable business with attractive growth prospects. The market, for the time being at least, has yet to concur. Interview with Atlantic analyst, Bryan Carlson.

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September 30, 2008
Value Investor Insight: In and Outs
News Coverage

Value Investor Insight: In and Outs

Adroitly trading around core positions requires sticking to a clear buy-and-sell discipline. Here's how Alexander Roepers has done just that in managing the dramatic share-price volatility in two of his favorite holdings, Joy Global and Goodrich.

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September 8, 2008
Barron's: Falling Crude Prices Are No Cure for Stocks
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Barron's: Falling Crude Prices Are No Cure for Stocks

That 40% drop looks overdone in view of the company's long-term prospects, says Alexander Roepers, president of Atlantic Investment Management. Atlantic is one of Precision Castpart's largest holders, and the stock is one of Atlantic's biggest positions.

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August 31, 2008
Institutional Investor's Alpha: The Gentleman Activist
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Institutional Investor's Alpha: The Gentleman Activist

Alexander Roepers on his brand of constructive activism and views on today's markets.

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November 27, 2007
Barron's: A Misunderstood Energy Stock
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Barron's: A Misunderstood Energy Stock

Alex Roepers, president of Atlantic Investment Management, says Oil States is "in the penalty box because they missed the exact [earnings per share] number, but the overall story doesn't change."

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October 15, 2007
Barron's: Crosscurrents Can't Stop Stock Progress Part II
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Barron's: Crosscurrents Can't Stop Stock Progress Part II

The lack of a directly comparable stock-market peer makes the Donnelley harder to evaluate and is probably holding back the stock price, Roepers says. But as Donnelley hits earnings targets in the next year or so, the stock should start printing a higher number.

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April 23, 2007
Barron's: Chomping Its Way to Paydirt
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Barron's: Chomping Its Way to Paydirt

The roughly one-third drop in Joy Global's shares over the past year has made it cheap compared to the growth it's likely to provide, notes Alexander Roepers, president of Atlantic Investment Management. Its sustainable-percentage sales growth is in the low-double-digits range, while annual earnings per share should grow about 20% on average in 2007-'09, he adds. His firm has also been adding shares, and now holds a 5.2% stake in Joy Global.

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April 11, 2007
Puma-Übernahme: 400 Euro sind der faire Preis
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Puma-Übernahme: 400 Euro sind der faire Preis

Alexander Roepers im Interview mit dem Manager Magazin zu PPRs Uebernahmeangebot fuer Puma.

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March 27, 2007
Wall Street Journal: Japanese Companies Get an Earful
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Wall Street Journal: Japanese Companies Get an Earful

New York-based Atlantic Investment Management bought shares in Dai Nippon in November 2004 and now holds a 3.2% stake. "We try to keep a low profile," says Mr. Roepers. "We're not interested in proxy battles. But we will push an agenda we feel is in the interest of shareholder value."

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November 11, 2002
Barron's: Winner Took All
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Barron's: Winner Took All

The Up & Down Wall Street column further discusses the Dole Food Company (DOL) situation with Alex Roepers.

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November 8, 2002
Dole Food Hldr: Board Should Seek Bid Above $35 A Share
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Dole Food Hldr: Board Should Seek Bid Above $35 A Share

Atlantic Investment, which has a 6% stake, cited a higher valuation it calculated based on the firm's third-quarter earnings, according to a regulatory filing Friday.

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October 21, 2002
Barron's: Whew!
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Barron's: Whew!

Up & Down Wall Street column speaks with Alex Roepers regarding Dole.

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October 29, 2001
Barron's: Forever Bullish
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Barron's: Forever Bullish

Discussion with Alex Roepers on the outlook for US equity markets, details on Atlantic's investment strategy and notes on two of its investment positions, namely Kennametal Inc. (KMT) and Precision Castparts Corporation (PCP).

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October 1, 2001
Barron's: Cloud Cover
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Barron's: Cloud Cover

Excerpt including Atlantic Investment's view on Harsco Corporation, one of our core long positions.

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