This week on the Value Perspective podcast, we’re delighted to be joined by Alex Roepers, a guest at this year’s London Value Investment Conference. Alex is the Founder, President and Portfolio Manager of Atlantic Investment Management and a legend in the value investing world. With nearly 40 years of experience, he has navigated countless market cycles and gained a reputation as a ‘gentleman activist’, someone who engages constructively with management to unlock value, especially in the industrial sector. His approach is distinct, with a concentrated portfolio of only 8-10 stocks, a patient mindset and a sharp eye for undervalued assets. Born and raised in the Netherlands, but now based in New York, Alex brings an international perspective to his investing style, following his previous experiences at Thyssen-Bornemisza Group and Dover Corporation. In this episode, we discuss: Alex’s career, including how his approach has evolved over decades in public markets; the lessons he has learned from unexpected success; his thoughts on whether investors today are less performance-driven than they once were; his memorable analogies between investing and both sailing and the Tour de France; and finally, how he uses catalysts to drive price discovery in ways that parallel private equity. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.