Alex Roepers - Atlantic Investment Management Investment Strategy (Jun 30, 2025)
As of Jun 30, 2025, the Atlantic Investment Management portfolio managed by Alex Roepers demonstrates a sophisticated investment approach with 34 positions and an average holding period of 1655 quarters. The strategy focuses on Basic Materials, Consumer Cyclical, Consumer Defensive, Energy, Industrials, Technology sectors with a typical position size of 9.7% of the portfolio.
The portfolio's risk management approach includes a maximum position size of 9.71% and sector diversification of 6%, exemplified by the case study of CHART INDS INC (GTLS). This strategic framework provides insights into Alex Roepers's investment philosophy, risk management practices, and long-term value creation approach.
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 4.5 years | Style | Average duration positions are maintained |
| Position Count | 34 | Style | Number of active positions in portfolio |
| Position Size | 9.7% | Risk | Typical allocation per position |
| Win Rate | 45.4% | Performance | Percentage of profitable positions |
| Average Return | 0.9% | Performance | Mean return across positions |
| Sharpe Ratio | 0.01 | Performance | Return per unit of risk taken |
Investment Case Study: CHART INDS INC (GTLS)
6/30/2024 - 11/9/2025
Performance Metrics
Total Return: 429.59%
Holding Period: 497 days
Max Position Size: $53,264,750.00
Position Weight: 18.26%
Key Events
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure