Jeff Ubben is the founder, CEO and CIO of ValueAct Capital. The firm currently manages more than $8 Billion on behalf of institutional and individual clients. We've already added 4 quarters of historical portfolio data to our database and will be tracking the firm's portfolio activities.
From the firm's website:
"ValueAct Capital concentrates on acquiring significant ownership stakes in a limited number of companies that it believes are fundamentally undervalued. The investment team seeks to identify companies that are out of favor, or may be undergoing significant transition. Such companies may be temporarily mispriced for a variety of reasons, including perceived unfavorable industry conditions, poor business performance, changes in management or ownership, reorganizations, or other external factors. These conditions can often result in fundamentally "good" businesses that are available at depressed valuations. The goal in each investment is to work productively with management and/or the company's board to implement a strategy or strategies that maximize returns for all shareholders."
Below is Jeff Ubben's appearance on CNBC in Apr 2012, explaining ValueAct's investment strategy: