Hedge Fund - Inclusive Capital

Jeffrey Ubben And Lynn Forester De Rothschild Bio, Returns, AUM, Net Worth

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.

Jeffrey Ubben And Lynn Forester De Rothschild
Fund Profile
Filing Period:
Fund Name: Inclusive Capital
Manager Jeffrey Ubben And Lynn Forester De Rothschild
Portfolio Value $895,387,000
Change This QTR +0.92%
Fund Holdings Sector Distribution
Filing Period:
Last update:
No. Security Ticker Shares Value (x$1000) Activity % Port History
Enviva Inc
5,212,296 $298,248 33.3%
2. VRRM 10,399,115 $163,370 +1% 18.24%
3. NGVT 2,151,405 $135,840 +8% 15.17%
Strategic Ed Inc
1,519,349 $107,236 11.97%
5. AZEK 4,102,200 $68,671 NEW 7.66%
News, Interviews and Investor Letters