Atlantic Investment Management

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Atlantic Investment Management
Independent Investment Advisory Firm
Industry Global Investment Management
Founded 1988[1][2]
Headquarters 666 Fifth Avenue, 34th Floor, New York, NY 10103
United States[3]
Area served
 Worldwide
Key people
 Alexander J. Roepers, Founder, President and Portfolio Manager
AUM US $2.3 Billion[4]
Website www.atlanticinvestment.net

Atlantic Investment Management is a global alternative investment firm founded in 1988 by Alexander J. Roepers (“Alex”).[3] Atlantic has 29 employees worldwide with offices in New York City and Tokyo.[5] As of June 2014, the firm had $2.3 billion in assets under management.[4]

History

Alexander J. Roepers founded Atlantic Investment Management in 1988. Atlantic manages concentrated long/short equity portfolios and employs fundamental analysis with a bottom-up stock picking approach to create its portfolios, conducting in-house research to make its investments.[2][3] The firm often takes large stakes—up to 7% of the shares outstanding—in a small number of stocks. Atlantic investment funds include the Cambrian Fund, Cambrian Japan, AJR/Quest, Cambrian Global and Cambrian Europe.[6] Atlantic’s largest fund, the Cambrian Fund, is a long-only activist fund that generally invests in only 6 or 7 securities.[7]

In 1992, Atlantic began the Cambrian strategy, investing in a concentrated portfolio of approximately six medium to low-tech industrial companies.[8] In 1993, Roepers launched AJR International, an offshore hedge fund.[9]

The firm invests in various sectors including packaging, aerospace, pumps and valves, industrial materials, specialty chemicals, information-technology services and food companies.[10] The firm looks for stocks between $1 billion and $30 billion in market cap, with high quality balance sheets and low debt expenses.[11]

Activist philosophy

While Atlantic is widely considered to be an activist investor, Roepers has been called the gentlemen activist.[6] Roepers leads Atlantic using a more subtle approach to engaging corporate management called Constructive Shareholder Activism, which involves making suggestions behind the scenes rather than in public.[4]

Leadership

Alex Roepers is the Founder, President and Portfolio Manager of Atlantic Investment Management. He has been in the investment business for more than 25 years.[11][12]

Prior to founding Atlantic, Roepers worked for Dover Corporation as Director of Corporate Development and at Thyssen-Bornemisza Group, both multi-billion industrialized conglomerates.[13]

Roepers graduated in 1980 with a BBA from Nijenrode University, the Netherlands School of Business and in 1984 with an MBA from Harvard Business School, where he serves on the Board of Dean's Advisors.[13]

References

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External links

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