The creator mentions starting Atlantic after disliking paying premiums, illiquidity, and leverage in their previous corporate development role.
Source Post
Why You Should Avoid Leverage, Illiquidity, and Paying Premiums | Alexander Roepers
Sep 20, 2026
The creator discusses their investment strategy, which avoids leverage, illiquidity, and paying premiums, contrasting it with private equity practices. They emphasize a disciplined approach to stock picking in public markets, focusing on mid-size industrial companies at low multiples, and highlight a historical outperformance during tech downturns by sticking to their strategy.
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