Radio and PodcastLive Radio & Podcasts

Search Radio and Podcast

Podcasts›Behind the Balance Sheet›#62 - The Gentleman Activist: Alex Roepers explains how he extracts better stock performance from overlooked mid-caps

Business

#62 - The Gentleman Activist: Alex Roepers explains how he extracts better stock performance from overlooked mid-caps

Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Aug 20, 202601:22:55Business

Alex Roepers is a concentrated deep value investor who takes a behind the scenes activist approach. Here he explains the strategy which he has exploited over the past near-35 years to outperform the S&P by delivering a 1...

Related Episodes

Continue listening to more episodes from Behind the Balance Sheet.

#61 - Mr Common Sense - Rich Pzena on how to build an $80bn deep value firm, survive 60% underperformance and buy stocks on under 10x normalised earnings.

Jul 16, 2026 - 01:25:39

Rich Pzena, founder of $80bn AUM Pzena Investment Management, explains his value investing philosophy and...

#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.

Jun 18, 2026 - 01:35:58

James Aitken, macro strategist to the world’s largest and most successful investors, takes Steve on a tou...

#59 The "Permabear" - Jeremy Grantham on why he expects a market crash, navigating bubbles and giving away $1bn

May 21, 2026 - 01:27:32

Jeremy Grantham is known as a permabear and an expert on bubbles so you should not be surprised that he s...

#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries

Apr 16, 2026 - 00:55:44

Michael Cembalest chairs the Market and Investment Strategy group at JP Morgan Asset and Wealth Managemen...

#57 The Behavioural Scientist - Rory Sutherland on Marketing, What Analysts Miss and Behavioural Economics

Mar 22, 2026 - 01:48:47

Rory Sutherland is the Vice Chairman of advertising giant Ogilvy UK, a behavioural scientist, TED speaker...

#56 The Sculptor - Jonathan Tepper on 16 Stock Portfolios, Moats & Buying Oligopolies

Mar 13, 2026 - 01:03:08

The title “The Sculptor” is a play on a quote “every man can be the sculptor of his own mind”, as Jonatha...

#55 The Pugilist - Terry Smith on Quality, Valuation & Long‑Term Compounding

Mar 13, 2026 - 01:24:52

Terry Smith is the fund manager the professionals love tohate. A billionaire, he is in the third and most...

#54 The Innovation Fans - James Anderson & Morgan Samet on Finding the Next Ten‑Baggers

Dec 18, 2025 - 00:48:53

James Anderson, former Senior Partner of Baillie Gifford and early backer of Elon Musk, now runs the Ling...