Alex Roepers - Atlantic Investment Management Investment Strategy & Portfolio Analysis

According to the SEC 13F filed on Aug 14, 2026, Alex Roepers's Atlantic Investment Management portfolio reflects a highly concentrated, high-conviction, thematic, opportunistic approach across 11 reported 13F positions as of quarter-end Jun 30, 2026. Portfolio returns are primarily driven by a small set of high-conviction positions such as Ashland, Aptiv, and Kirby, with the top five holdings accounting for approximately 69% of total exposure and Ashland alone contributing ~18%. While the portfolio includes 11 positions, economic outcomes are highly concentrated in a narrow set of industrials and basic materials names. Exposure to high-growth and technology-oriented segments remains limited relative to peers, with performance weighted across industrials, unknown, and basic materials. The portfolio maintains moderate turnover, consistent with periodic rebalancing rather than a fully static book. Distinctive traits include Moderate Turnover, Moderately Concentrated, Economically Concentrated.