Alex Roepers - Atlantic Investment Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 9 | |
| Portfolio Value | $178.99M |
Atlantic Investment Management Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 4.8 years | Style | Average duration positions are maintained |
| Position Count | 28 | Style | Number of active positions in portfolio |
| Position Size | 9.5% | Risk | Typical allocation per position |
| Win Rate | 42.0% | Performance | Percentage of profitable positions |
| Average Return | -1.3% | Performance | Mean return across positions |
| Sharpe Ratio | -0.02 | Performance | Return per unit of risk taken |
Investment Case Study: CHART INDS INC (GTLS)
6/30/2024 - 8/4/2025
Performance Metrics
Total Return: 377.05%
Holding Period: 400 days
Max Position Size: $53,264,750.00
Position Weight: 17.05%
Key Events
6/30/2024: ENTRY(70,000.00 shares) @ $144.34
9/30/2024: INCREASE(359,070.00 shares) @ $124.14
12/31/2024: DECREASE(-200,400.00 shares) @ $190.84
3/31/2025: DECREASE(-23,271.00 shares) @ $144.36
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure