ATLANTIC INVESTMENT MANAGEMENT

Atlantic Investment Management is a $1.2 billion fundamental, value-oriented equity investment firm founded by Alex Roepers in 1988. The firm’s investing methodology is differentiated by its: (1) well-defined universe of quality publicly-traded industrial / consumer companies; (2) concentration of capital and research on its highest conviction investments; (3) private equity-like due diligence; (4) constructive engagement with managements and boards to enhance and accelerate shareholder value; (5) strict adherence to its buy/sell cashflow-focused valuation discipline; and (6) maintenance of liquidity to allow for opportunistic trading around core positions. Besides its flagship concentrated long-only U.S.