ValueAct Capital

Jeff Ubben: Winning The Long Race Through Activist Investing

Jeff Ubben: Winning The Long Race Through Activist Investing by Kellogg School Of Managment

H/T The Activist Investor

ValueAct Capital’s Jeff Ubben ’87 talks investment strategy

1/29/2015 – Ever since starting activist hedge fund ValueAct Capital in 2000, CEO and Chief Investment Officer Jeff Ubben ’87 has taken a slow, deliberate approach to growing the companies he joins.

Ubben believes long-term engagement gives companies the necessary time to make the changes and get back on their feet. “You have to be willing to win the long race,” he says. “I’m happy being the tortoise. In fact, I want to be the tortoise.”

Ubben shared his thoughts on activist investing with Dean Sally Blount ’92 and a packed hall of Kellogg students during the Brave Leader Series, a discussion that ranged from collaborating with shareholders to enduring a tumultuous turnaround.

Watch highlights from Ubben’s talk with Dean Blount on activist investing:

Ubben on preferring a longer-term approach

Ubben on making risky choices

Ubben on working with shareholders

Ubben on taking a hit

Learn more from past Brave Leaders:

Jeff Ubben: Winning The Long Race Through Activist Investing

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