Jeffrey Ubben and Lynn Forester de Rothschild have founded Inclusive Capital in 2020. Jeffrey Ubben is also the founder of ValueAct Capital and served as the Chief Executive Officer of the company between 2000 and 2020. 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.
Inclusive Capital strives to have a long-term investment approach and focuses on socially responsible investing. The ESG hedge fund had nearly $1.3 billion in assets under management earlier in 2021.
| Fund Name: | Inclusive Capital |
| Manager | Jeffrey Ubben And Lynn Forester De Rothschild |
| Portfolio Value | $309,372,779 |
| Change This QTR | +0.31% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | Strategic Ed Inc | 2,065,000 | $190,744,050 | 61.65% | |||
| 2. | NGVT | 2,401,405 | $113,394,344 | 36.65% | |||
| 3. | Enviva Inc | 2,948,710 | $2,936,325 | -62% | 0.94% | ||
| 4. | UFI | 345,054 | $2,298,060 | -83% | 0.74% | ||
| 5. | VRRM | 0 | $0 | 0% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2024-03-15 | ||||
| 2024-02-28 | ||||
| 2023-12-29 | ||||
| 2023-12-27 | ||||
| 2023-12-15 |
