In Alternative Views Hedgeweek®,goes behind closed doors with those in the know to get the latest on hedge funds. Today, we speak to Alex Roepers, Founder and CIO of Atlantic Investment Management, a long standing value investor since the firms inception 40 years ago.

What has changed during Alex's 40 years at the helm (0:43); Alex's views on the current AI moment (4:30); focusing on the picks and sholves of the AI trade (9:00); the attraction of spin-off structures for a value investor (11:54); the opportunities in Japan and the role of activism as a corporate vs government dynamic (16:11).

Name: Alex Roepers

Designation: Founder/CIO

Firm: Atlantic IM

Strategy: Concentrated, catalyst-driven mid-cap long/short equity (US, Europe, and Japan)

Firm AUM: Approx. US$384m (March 2026)