Hedge Fund - Valueact Capital

Jeffrey Ubben Bio, Returns, Net Worth

Jeffrey Ubben is the founder of ValueAct Capital and he has served as the Chief Executive Officer and Chief Investment Officer of the company since 2000. Prior to that, Jeff Ubben spent five years at Richard Blum’s Blum Capital Partners, working as a Managing Partner. ValueAct Capital has a long-term focus. The fund usually makes only three to four new investments in one year. It often holds about 15 positions and the average holding period for each position is about three years.

Jeffrey Ubben
Fund Profile
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Fund Holdings Sector Distribution
Fund Name: Valueact Capital
Manager Jeffrey Ubben
Portfolio Value $12,092,098,000
Change This QTR +1.09%
Showing:
Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1.) MSFT 66,865,530 $2,501,439 20.68%
2.) VRX 18,923,877 $2,221,663 18.37%
3.) MSI 28,907,623 $1,951,265 16.13%
4.) ADBE 25,310,116 $1,515,544 -19% 12.53%
5.) COL 13,113,000 $969,313 8.01%
6.) CBG 32,162,764 $845,881 6.99%
7.) WSH 18,214,700 $816,201 6.74%
8.) ALSN 18,025,204 $497,676 +290% 4.11%
9.) MCRS 6,697,308 $384,225 3.17%
10.) MSCI 7,454,117 $325,894 +1% 2.69%
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