In another separate Opalesque TV interview, Matthias Knab interviews Jeffrey Ubben, a founder and the Chief Investment Officer of ValueAct Capital. While they are considered to be an "activist" hedge fund, ValueAct uses an approach that differs from the typical activist campaign. During the interview, Mr. Ubben discusses:
- The ValueAct Capital strategy: Changing companies from the inside
- The Drivers of the ValueAct Capital strategy: Detailed examples and why it works
- What are the problems of proxy contests?
- Is the involvement of the media helpful for activist investing?