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.
Hedge Fund - Valueact CapitalGet Email Alerts
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News, Interviews and Investor Letters
At Insider Monkey we don't only analyze the quarterly 13F filings of over 730 smart money investors, but we also track their day-to-day moves disclosed via other filings with the SEC. Among the latest...... (read more)
Jeff Ubben of ValueAct Capital is one of the 40 or so billionaire investors that we follow at Insider Monkey. His approach to investing is particularly interesting, because Ubben is an activist and prefers...... (read more)
Jeffrey Ubben of ValueAct Capital has landed a board seat at the table of one of his biggest investments, Twenty-First Century Fox Inc (NASDAQ:FOX). The deal will see Fox’s Board of Directors expand...... (read more)
In its most recent 13F filing with the SEC for the reporting period quarter ending June 30, Jeffrey Ubben's ValueAct capital revealed an equity portfolio worth nearly $19 billion. Mr. Ubben, who founded...... (read more)
Last week ended with some pretty interesting news from the UK, where activist investor ValueAct Capital disclosed a 5.44% stake in engine maker Rolls-Royce Holding PLC (LON:RR). After the company reported...... (read more)
Activist Jeffrey Ubben Continues Reducing His Stake In Adobe Systems Incorporated (ADBE); Is The Upside Gone?
According to a recent Form 4 filing with the Securities and Exchange Commission, Jeffrey Ubben’s ValueAct Capital has unloaded 1.69 million shares of Adobe Systems Incorporated (NASDAQ:ADBE) through...... (read more)
Insider ValueAct Capital Trims Stake In Adobe Systems Incorporated (ADBE), Has The Ceiling Been Hit?
According to a recent filing with the Securities and Exchange Commission, Jeffrey Ubben's ValueAct Capital has disposed of some 307,000 shares of Adobe Systems Incorporated (NASDAQ:ADBE) to drop its...... (read more)
In a recent 13D filing with the Securities and Exchange Commission, Jeffrey Ubben’s ValueAct Capital disclosed a 6.8% ownership stake in Agrium Inc. (NYSE:AGU), amounting to 9.72 million shares. ValueAct...... (read more)
Ubben Takes Big Profit From Valeant Pharmaceuticals International Inc. (VRX) Stake, Sells Over 4.3 Million Shares
Activist hedge fund firm ValueAct Capital, has filed a 13D with the SEC revealing its ownership stake in Valeant Pharmaceuticals International Inc. (NYSE:VRX) has been cut to 4.4% of the Canadian pharmaceutical...... (read more)
On October 2, 2012, ValueAct Capital's fearless leader Jeffrey Ubben made a presentation on Day 2 of the 8th Annual Value Investing Congress in New York. Entitled "Avoiding Complexity and the VAC Circle...... (read more)
Jeff Ubben’s ValueAct Capital increased its stake in Twenty-First Century Fox Inc (NASDAQ:FOX). In a newly amended filing with the Securities and Exchange Commission, ValueAct disclosed an activist...... (read more)
It is not every quarter that you get to spot drastic changes in the equity portfolio of Jeffrey Ubben's ValueAct Capital. The fund invests with a long term perspective and the average holding period...... (read more)
Activist Jeffrey Ubben's 14 picks in companies with a market cap of $1 billion or more (his entire portfolio) delivered weighted average returns of 8.1% in the first quarter. These are very impressive...... (read more)
In a Form 4 filing with the SEC yesterday, Jeffrey Ubben’s ValueAct Capital disclosed seven purchases of Microsoft Corporation (NASDAQ:MSFT) stock between February 2 and February 4, totaling slightly...... (read more)
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