Aug 20
1h 22m
Alex Roepers is a concentrated deep value investor who takes a behind the scenes activist approach. Here he explains the strategy which he has exploited over the past near-35 years to outperform the S&P by delivering a 12.3% pa or a 48x return net of fees.
We discuss his journey from the corporate to the investing world and his playbook for constructive activism, including how he interacts with management teams. Alex explains how he evaluates management quality, capital allocation and operational improvement opportunities.
This is a masterclass in improving returns by persuading management to do the right thing for shareholders.