Alex Roepers Up 38% In 2013; Sees JCP As ‘Bankruptcy Candidate’
Alex Roeper's Atlantic Investing Management celebrated its 25-year anniversary in 2013 by beating the market almost across the board, according to a shareholder letter obtained by ValueWalk. Its concentrated US equity value fund, the Cambrian Fund, was up 38.3% for the year. The US equity long/short fund AJR/Quest was up 20.3% with strong alpha on the long side and neutral . . .
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