General Investing >> Money Manager Interviews >> November 23, 2009

Investing In Industrial Products & Services – Alexander J. Roepers – Atlantic Investment Management, Inc.

Alex Roepers is the Founder and Chief Investment Officer of Atlantic Investment Management, a global equity value-investing firm he founded in 1988. Mr. Roepers applies a differentiated constructive shareholder activist — CSA — investment approach to unlock incremental value in high-quality, undervalued companies in the consumer, industrials and business services sectors. Atlantic’s highly experienced investment team has successfully influenced change at many leading companies over the past 30 years in the U.S., Europe and Japan. Mr. Roepers began his investing career in the operations and corporate development departments at multibillion-dollar conglomerates Thyssen-Bornemisza Group from 1984 to 1988 and Dover Corporation from 1980 to 1982. He has served on the Board of Dean’s Advisors at Harvard Business School since 2010; The Hotchkiss Investment Committee since 2014; as U.S. Chair for the Compagnie Fonds, Dutch Maritime Museum, since 2007; on Memorial Sloan Kettering’s Special Projects Committee since 1997; and as Founder and board member for his charitable foundation, The Alexander J. Roepers Foundation, since 2002. Mr. Roepers received a Bachelor of Business Administration from Nijenrode University, which is the Netherlands School of Business, in 1980 and an MBA from Harvard Business School in 1984. Profile
TWST: Why don't you start with an overview of Atlantic Investment Management and the investment philosophy there?

Mr. Roepers: I started Atlantic Investment in 1988 after seven years working for two