Jeff Ubben

Jeff Ubben

Last Update: 05-16-2016

Number of Stocks: 14
Number of New Stocks: 1

Total Value: $10,019 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Jeff Ubben' s Profile & Performance

Profile

JEFFREY W. UBBEN is a Founder, Chief Executive Officer and the Chief Investment Officer of ValueAct Holding LP. Prior to founding ValueAct Capital in 2000, Mr. Ubben was a Managing Partner at Blum Capital Partners (“Blum”) for more than five years. Previously, Mr. Ubben is a former chairman and director of Martha Stewart Living Omnimedia, Inc., a former director of Acxiom Corp., Catalina Marketing Corp., Gartner Group, Inc., Insurance Auto Auctions, Inc., Mentor Corporation, Omnicare, Inc., Misys, plc, Per-Se Technologies, Inc., Sara Lee Corp. and several other public and private companies. In addition, Mr. Ubben serves as chairman of the national board of the Posse Foundation, is on the board of trustees of Northwestern University, and is also on the board of the American Conservatory Theater. He has a B.A. from Duke University and an M.B.A. from the J. L. Kellogg Graduate School of Management at Northwestern University.

Web Page:https://www.valueact.com

Investing Philosophy

ValueAct Holdings LP 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.

ValueAct Capital is typically one of the largest independent shareholders at each of its core company investments and works in a constructive manner with management and/or the company's board to successfully implement strategies that generate superior returns on invested capital. The seven investment partners have extensive experience working effectively with portfolio companies as long-term large shareholders, and oftentimes as members of the companies' boards. At any given time, the portfolio consists of ten to eighteen core company investments, as well as a small "farm team" of additional investments in development.

Total Holding History

Top Ranked Articles

Jeff Ubben Acquires Stake in Alliance Data Systems Company has improved financial results significantly in the last 10 years
Guru Jeff Ubben (Trades, Portfolio) purchased a 541,115-share stake in Alliance Data Systems Corp. (NYSE:ADS) in the first quarter. Read more...
2 Major Mergers Come to End After Tough Stance From Regulators Treasury and Justice Department put the brakes on health care and oil deals
Two planned mega-mergers came to an end Wednesday following steps from the federal government to prevent deals that may threaten market competition. Read more...
Adobe Continues to Beat Earnings Estimates Stock is expensive compared to industry
Adobe Systems Inc. (NASDAQ:ADBE) is a $47.27 billion market cap company that provides a line of software and services used by marketers, knowledge workers, application developers, enterprises and consumers. The company markets and licenses its software to enterprise customers through its sales force and to end users through app stores and its website. Read more...
Jeff Ubben Exits Position in American Express Guru reduces holdings in Microsoft, Halliburton, MSCI in 4th quarter
Jeff Ubben (Trades, Portfolio) of ValueAct Holdings matched the number of transactions he made in the third quarter with five deals in the fourth quarter, but he made no new buys. Read more...
Jeff Ubben Doubles Stake in Towers Watson & Co. Ubben follows strategy of buying cash-generating businesses
Guru Jeff Ubben (Trades, Portfolio) graduated with a bachelor's from Duke University and later received his MBA from the Kellogg School of Management at Northwestern University. Ubben managed the Fidelity Value Fund at Fidelity Investments and he also served as the managing partner of Blum Capital before co-founding ValueAct Capital in 2000. Ubben is currently the CEO and the CIO of ValueAct Capital. Read more...
» More Jeff Ubben Articles

Commentaries and Stories

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Jeff Ubben Acquires Stake in Alliance Data Systems Company has improved financial results significantly in the last 10 years Jeff Ubben,Steven Cohen,Jim Simons,Ronald Muhlenka - Jeff Ubben Acquires Stake In Alliance Data Systems
Guru Jeff Ubben (Trades, Portfolio) purchased a 541,115-share stake in Alliance Data Systems Corp. (NYSE:ADS) in the first quarter. More...

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American Express Reports Better-Than-Expected Earnings Company beat analysts’ 1st-quarter estimates with improving results Jeff Ubben,Warren Buffett - American Express Reports Better-Than-Expected Earnings
American Express (NYSE:AXP) is down 5.66% year to date, lagging the Dow Jones Industrial Average, which is reporting a gain of 3.20% for the year. On April 20 the company reported first-quarter earnings, beating analysts’ estimates for revenue and earnings. Revenue for the quarter was $8.1 billion beating analysts’ estimates by $110 million. Earnings per share for the quarter were $1.45, beating estimates by 10 cents. More...

FINANCIAL SERVICES


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2 Major Mergers Come to End After Tough Stance From Regulators Treasury and Justice Department put the brakes on health care and oil deals Vanguard Health Care Fund, Jeff Ubben - 2 Major Mergers Come To End After Tough Stance From Regulators
Two planned mega-mergers came to an end Wednesday following steps from the federal government to prevent deals that may threaten market competition. More...

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Adobe Continues to Beat Earnings Estimates Stock is expensive compared to industry Jeff Ubben, Ray Dalio - Adobe Continues To Beat Earnings Estimates
Adobe Systems Inc. (NASDAQ:ADBE) is a $47.27 billion market cap company that provides a line of software and services used by marketers, knowledge workers, application developers, enterprises and consumers. The company markets and licenses its software to enterprise customers through its sales force and to end users through app stores and its website. More...

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The Only High Quality Business Jeff Ubben Has Purchased in the Last 12 Months Guru discusses a variety of subjects including valuations, oil and Valeant Jeff Ubben - The Only High Quality Business Jeff Ubben Has Purchased In The Last 12 Months
ValueAct's Jeff Ubben (Trades, Portfolio) sat down for a lengthy interview with CNBC. More...

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Jeff Ubben Exits Position in American Express Guru reduces holdings in Microsoft, Halliburton, MSCI in 4th quarter Jeff Ubben - Jeff Ubben Exits Position In American Express
Jeff Ubben (Trades, Portfolio) of ValueAct Holdings matched the number of transactions he made in the third quarter with five deals in the fourth quarter, but he made no new buys. More...

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Jeff Ubben Doubles Stake in Towers Watson & Co. Ubben follows strategy of buying cash-generating businesses Jeff Ubben - Jeff Ubben Doubles Stake In Towers Watson & Co.
Guru Jeff Ubben (Trades, Portfolio) graduated with a bachelor's from Duke University and later received his MBA from the Kellogg School of Management at Northwestern University. Ubben managed the Fidelity Value Fund at Fidelity Investments and he also served as the managing partner of Blum Capital before co-founding ValueAct Capital in 2000. Ubben is currently the CEO and the CIO of ValueAct Capital. More...

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21st Century Fox Is a Good Pick Now Company will return more cash to shareholders Jeff Ubben - 21st Century Fox Is A Good Pick Now
In the past five years, Twenty-First Century Fox’s (NASDAQ:FOXA) stock price has experienced some volatility. In August 2011, it was only $14.70 per share. After that, it kept climbing to nearly $39 per share by the end of 2014. Fox traded for $24.65 per share Monday morning. With the market capitalization of $47.44 billion, should investors buy Fox at the current price? Let’s take a deeper look. More...

LONG


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Jeff Ubben Trims Stakes in Adobe Systems, Halliburton Guru increases holdings in Twenty-First Century Fox, American Express Jeff Ubben - Jeff Ubben Trims Stakes In Adobe Systems, Halliburton
Jeff Ubben (Trades, Portfolio)’s ValueAct Holding focuses on acquiring an exclusive list of companies that have been judged to be undervalued. With that in mind, Ubben’s activity in the third quarter may be surprising, given the names that can be found in his portfolio. More...

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Jeff Ubben Adds to His ValueAct Holdings Fund Guru invests in Twenty-First Century Fox, American Express Jeff Ubben - Jeff Ubben Adds To His ValueAct Holdings Fund
Guru Jeff Ubben (Trades, Portfolio) is the co-founder of ValueAct Holdings, L.P. He has been the chief executive officer of ValueAct Holdings since it was formed in June 2000. Currently ValueAct Capital manages over $19 billion on behalf of some of the world’s most respected institutional and individual investors. More...

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Always Channel Your Inner Unfrozen Caveman Lawyer Stay away from an investment if you don't understand it. Bill Ackman,Jeff Ubben,John Paulson - Always Channel Your Inner Unfrozen Caveman Lawyer
The Unfrozen Caveman Lawyer was a character from an SNL skit. Phil Hartman played a caveman who fell into a crevasse and was frozen, then later thawed out by scientists. He went on to law school and became the Unfrozen Caveman Lawyer. He was a suave, smooth lawyer who played up his caveman background with the catchphrase “your world frightens and confuses me” for comedic effect. More...

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Why ValueAct Capital Is Buying Towers Watson Exploring the logic behind ValueAct's most recent buy of the high-quality business services firm Jeff Ubben,Carl Icahn,Joel Greenblatt,Paul Tudor J - Why ValueAct Capital Is Buying Towers Watson
ValueAct is led by guru Jeff Ubben (Trades, Portfolio) and acquires large stakes in companies to gain board seats and influence management. The firm tends to take a constructive and cooperative approach instead of the more confrontational style exemplified by Carl Icahn. Just like other activists it does try to find companies that have performed poorly with fixable problems. More...

LONG


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My Indirect Experiences With Valeant Pharmaceuticals A few personal incidents shed some light on Valeant Pharmaceutical Bill Ackman,Jeff Ubben,Lou Simpson,Wallace Weitz,C - My Indirect Experiences With Valeant Pharmaceuticals
Valeant Pharmaceuticals International Inc. (NYSE:VRX) has been a hot topic recently with high-profile investors and short sellers both involved in one of the most interesting dramas ever. Valeant's shareholder base includes some of the most admired investors including Bill Ackman (Trades, Portfolio), Jeff Ubben (Trades, Portfolio), the Sequoia Fund, Lou Simpson (Trades, Portfolio) and Wallace Weitz. It is really fascinating to watch on the sideline as the events unfold. More...

VALEANT, VRX, CHARLIE MUNGER


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Jeff Ubben Makes Large Transactions in Second Quarter Guru acquires more than 11 million shares of American Express Jeff Ubben - Jeff Ubben Makes Large Transactions In Second Quarter
Jeff Ubben (Trades, Portfolio)’s ValueAct Holdings LP likes to accumulate large stakes in undervalued companies. Ubben made some large buys – and sales – of his own in the second quarter. More...

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Jeff Ubben Increases Stake in Agrium Agrium looks attractive given low PE, high dividend yield and margin of safety of 38% Jeff Ubben - Jeff Ubben Increases Stake In Agrium
Jeff Ubben (Trades, Portfolio) is a founder, CEO and CIO of ValueAct Holding LP. Prior to founding ValueAct Capital in 2000, Ubben was a managing partner at Blum Capital Partners for more than five years. He has a B.A. from Duke University and an MBA. from the Kellogg Graduate School of Management at Northwestern University. More...

LONG


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ValueAct Started to Buy American Express
Jeff Ubben is a founder, chief executive officer and the chief investment officer of ValueAct Holding LP. Prior to founding ValueAct Capital in 2000, Ubben was a managing partner at Blum Capital Partners for more than five years. Previously, Ubben was a former chairman and director of Martha Stewart Living Omnimedia, Inc., a former director of Acxiom Corp., Catalina Marketing Corp., Gartner Group, Inc., Insurance Auto Auctions, Inc., Mentor Corporation, Omnicare, Inc., Misys, plc, Per-Se Technologies, Inc., Sara Lee Corp. and several other public and private companies. More...

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Are We On The Eve Of A Microsoft Resurgence?
Everybody knows Microsoft (NASDAQ:MSFT). It is a major global player in software, services, devices and solutions in the business to consumer and business to business market. Its best-known products are the dominant PC software packages Windows and Office. Microsoft will launch a new iteration of Windows on July 29, 2015. This Windows 10 release has the potential to be a game changer, and that is why I am currently very interested in Microsoft. I’m certainly not the only one as it is a stock that features in many a value investing guru's portfolio. It would be too long a list to name them all but a few of the big names who have sunk a large chunk of their portfolio into the Redmond giant are Jeff Ubben of ValueAct Capital, David Abrams (Trades, Portfolio) of Abrams Capital Management, Glenn Greenberg (Trades, More...

LONG, TECH, SOFTWARE, LARGE CAP


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Five Stocks With Low P/E Gurus Are Buying (Part I)
With these articles, thanks to the All-In-One screener of GuruFocus I give a selection of stocks that are trading with a very low P/E(ttm) ratio and that are catching the attention of multiple Gurus. More...

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Hiding From The Stock Price Warren Buffett,Jeff Ubben - Hiding From The Stock Price
In the past, Warren Buffett (Trades, Portfolio) has said that he prefers to complete his analysis of a company before knowing where the stock is trading; the rationale for doing so is clear. However, despite my efforts, our connected world has won every time: I don’t think I’ve ever even made it through my initial analysis on a company without checking the stock price less than 10 times, let alone once. More...

LONG WMT


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Jeff Ubben sold out Rockwell Collins Inc in Q1
Jeff Ubben (Trades, Portfolio), founder of ValueAct Holdings L.P., an $18,092 million hedge fund, during the first quarter of 2015 decided to sell out his stake in Rockwell Collins Inc (COL) as did Guru Jim Simons (Trades, Portfolio). More...

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