Long Term Returns of ValueAct Capital’s 5 Activist Targets

Page 1 of 5

In this article, we’re going to take a look at 5 activist targets of ValueAct Capital and their long-term returns. To get a better understanding about ValueAct Capital and see more companies from its portfolio, take a look at Long Term Returns of ValueAct Capital’s Activist Targets.

5. KKR & Co Inc (NYSE:KKR)

Quarter first owned: Q2 2017

Quarter sold: N/A

ValueAct initiated a stake in KKR & Co Inc (NYSE:KKR) during the second quarter of 2017, and continues to maintain a position in the company. In its latest 13F filing, ValueAct reported ownership of 20.54 million shares. KKR & Co Inc (NYSE:KKR)’s stock is up by 190% since the second quarter of 2017. Soon after initiating a stake in the company, ValueAct’s Mason Morfit mentioned KKR & Co Inc (NYSE:KKR) at the Active-Passive Investor summit and said the company has built a strong name for itself among Leveraged-Buyout firms and has a bright future ahead of it. The fund hasn’t yet made any publicly-known moves towards the company and hasn’t sought board representation.

Page 1 of 5