Jeffrey Ubben
ValueAct
Jeffrey W. Ubben is an American businessman and the co-founder of ValueAct Capital, a prominent hedge fund based in San Francisco, California. Ubben has built a reputation for his strategic investment approach that emphasizes long-term value creation and active engagement with portfolio companies. Under his leadership, ValueAct has successfully navigated various market conditions, focusing primarily on public equity markets and employing a unique philosophy that combines rigorous analysis with a commitment to fostering growth in the businesses they invest in. ValueAct Capital manages approximately $10 billion in assets and is known for its concentrated investment strategy, which involves taking significant stakes in a select number of companies. The firm has a notable focus on sectors such as technology, communication services, and financial services. Recent disclosures from Ubben's portfolio, spanning from August 14, 2024, to May 15, 2026, reveal a series of position reductions, exits, and increases, with a total of 131 disclosures. The largest disclosed move involved a significant transaction with Blackrock Inc (BLK), valued at approximately $743.9 million.