Alex Roepers - Atlantic Investment Management Investment Strategy & Portfolio Analysis

As of Mar 31, 2026, Alex Roepers's Atlantic Investment Management portfolio reflects a highly concentrated, high-conviction, thematic, opportunistic approach across 12 reported 13F positions. Portfolio returns are primarily driven by a small set of high-conviction positions such as Kirby, American Axle & Manufacturing H, and Aptiv, with the top five holdings accounting for approximately 70% of total exposure and Kirby alone contributing ~20%. While the portfolio includes 12 positions, economic outcomes are highly concentrated in a narrow set of industrials and consumer cyclical companies names. Exposure to high-growth and technology-oriented segments remains limited relative to peers, with performance weighted across unknown, industrials, and consumer discretionary. The portfolio maintains moderate turnover, consistent with periodic rebalancing rather than a fully static book. Distinctive traits include Moderate Turnover, Moderately Concentrated, Economically Concentrated.