Jeff Ubben

Jeff Ubben

Last Update: 08-17-2015

Number of Stocks: 14
Number of New Stocks: 1

Total Value: $18,990 Mil
Q/Q Turnover: 9%

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

Guru Investors’ Most-Bought Stocks of Second Quarter 2013
Now that all the investing gurus that GuruFocus covers have reported their portfolio updates for the second quarter, trends in their buying and selling become visible. The first question is, which stocks did they buy the most? A GuruFocus feature can extract the answer: the S&P 500 screener. This screener has several settings that generate different categories of companies bought by a variety of categories of gurus. Setting it to “all investors” and leaving all other categories at their default, the screener produces the most-bought companies of the S&P 500. According to the screener, they are: Apple (NASDAQ:AAPL), Oracle (NYSE:ORCL), Costco (NASDAQ:CSCO) and Microsoft (NASDAQ:MSFT). Read more...
Stocks that International Gurus David Herro and Francisco Garcia Paramés Share
Two of my favorite international gurus are United States-based David Herro and Spain-based Francisco Garcia Paramés. I favor these two gurus because they specialize in value investing in international markets which are largely overlooked. David Herro is the manager of the Oakmark International Fund (OAKIX), the Oakmark International Small Cap Fund (OAKEX) and the Oakmark Global Select Fund (OAKWX). He is also the Chief Investment Officer for International Equities at Harris Associates. Read more...
What the Gurus Bought This Week
The following information is a highlight of the real-time guru activity we saw this week. To view more information on these gurus, check out their guru portfolios. “Real Time Picks” reports the stock purchases and sells that Gurus have made within the prior two weeks. If a Guru makes a purchase or sell of a company in which they own a greater-than 5% stake, SEC regulations require them to report their transaction within two days. Read more...
Stocks Both Insiders and Gurus Are Buying
The rule of thumb to only invest in companies you understand is one that shouldn’t be ignored. When an investor is familiar with a company or industry, there’s no better way to solidify the choice than to see whether shares are bought by those who understand the company best — the CEO, CFO and other executives, otherwise known as insiders. Read more...
Jeff Ubben Continues Buying Shares of Allison Transmission
Jeff Ubben (Trades, Portfolio), founder of ValueAct Holding LP and formerly of Blum Capital, has consistently increased his position in Allison Transmission (NYSE:ALSN) in the month of October, reporting buying an additional 100,000 on Oct. 15, according to GuruFocus Real Time Picks. Read more...
» More Jeff Ubben Articles

Commentaries and Stories

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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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Jeff Ubben Bought Wesco, Precision Castparts During Q1 Jeff Ubben - Jeff Ubben Bought Wesco, Precision Castparts During Q1
Jeffrey Ubben is the founder, chief executive officer and the chief investment officer of ValueAct Holding LP. More...

Jeff Ubben, Wesco, Precision Castparts


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Jeff Ubben's Low P/E Stocks
JEFFREY W. UBBEN is the 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 for more than five years. More...

Jeff Ubben


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ValueAct Holdings trades on 2014 Q4 Jeff Ubben - ValueAct Holdings Trades On 2014 Q4
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 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. More...

TECHNOLOGY, HEALTHCARE, CONSUMER CYCLICAL


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Jeff Ubben Deals in Only Four Companies in Fourth Quarter Jeff Ubben - Jeff Ubben Deals In Only Four Companies In Fourth Quarter
Jeff Ubben (Trades, Portfolio), founder, chief executive officer and chief investment officer of ValueAct Holding LP, made multiple buys and sells of stocks in just four companies in the fourth quarter. That isn’t typical. Normally, he buys and sells stocks in many companies in a quarter but usually once, rarely on multiple occasions. More...

JEFF UBBEN, STOCK PICKS


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Jeff Ubben Focuses on Entertainment Stock in Third Quarter Jeff Ubben - Jeff Ubben Focuses On Entertainment Stock In Third Quarter
Jeff Ubben (Trades, Portfolio) is the founder, chief executive officer and the chief investment officer of ValueAct Holding LP. ValueAct’s investing philosophy is to acquire significant ownership stakes in a limited number of companies it believes are undervalued. More...

Jeff Ubben, ValueACT Holding, LP, Twenty-First Century Fox, agriculture, Agrium Inc


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Jeff Ubben Continues Buying Shares of Allison Transmission Jeff Ubben - Jeff Ubben Continues Buying Shares Of Allison Transmission
Jeff Ubben (Trades, Portfolio), founder of ValueAct Holding LP and formerly of Blum Capital, has consistently increased his position in Allison Transmission (NYSE:ALSN) in the month of October, reporting buying an additional 100,000 on Oct. 15, according to GuruFocus Real Time Picks. More...

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Stocks Both Insiders and Gurus Are Buying Jeff Ubben,Lee Ainslie,Joel Greenblatt,Louis Moore - Stocks Both Insiders And Gurus Are Buying
The rule of thumb to only invest in companies you understand is one that shouldn’t be ignored. When an investor is familiar with a company or industry, there’s no better way to solidify the choice than to see whether shares are bought by those who understand the company best — the CEO, CFO and other executives, otherwise known as insiders. More...

INSIDER, INSIDER BUYS


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Most Held Canadian Stocks of the Second Quarter Andreas Halvorsen,Jeff Ubben - Most Held Canadian Stocks Of The Second Quarter
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which companies based in Canada were held by the highest number of gurus. The following five companies come from a variety of industries, are Canadian-based and are held by the largest number of gurus. More...

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Weekly CEO Buys Highlights: AMRC, FSFR, DRC, CLMS
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

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Jeff Ubben’s Aerospace Defense Pick
The airplane industry is currently under heavy scrutiny as the Malaysia Airlines flight MH370 remains unfound. Investigators continue to debate over available facts while family members continue to weep over lost relatives. Besides the human loss, question marks began to loom over Boeing 777-ER200’s flight control and navigation system. The 777 is one of the few models by Boeing which Rockwell Collins (NYSE:COL) did not supply. However, rumors have that the company has demonstrated interested for supplying the plane’s new version: 777X. The recent event has given the firm a strong window of opportunity to displace Honeywell (NYSE:HON). So, is Rockwell Collins fit to take on its rival and push growth forward? More...

LONG, AEROSPACE, DEFENSE


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Weekly CEO Buys Highlight: KMI, VRX, CLMS, OPK, TLOG
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

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Stocks that International Gurus David Herro and Francisco Garcia Paramés Share Jean-Marie Eveillard,Jeff Ubben - Stocks That International Gurus David Herro And Francisco Garcia Paramés Share
Two of my favorite international gurus are United States-based David Herro and Spain-based Francisco Garcia Paramés. I favor these two gurus because they specialize in value investing in international markets which are largely overlooked. David Herro is the manager of the Oakmark International Fund (OAKIX), the Oakmark International Small Cap Fund (OAKEX) and the Oakmark Global Select Fund (OAKWX). He is also the Chief Investment Officer for International Equities at Harris Associates. More...

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Can an Algorithm Beat Jeff Ubben? The Agriculture Industry and Renaissance Technologies
The starting of the planting season for soybean and corn in the Southern Hemisphere, and ending of the season for winter wheat planting in the Northern Hemisphere, offers a great opportunity for analyzing the prospects of seed and fertilizer providers. The companies that will be looked at here are Syngenta (NYSE:SYT) and CF Industries (NYSE:CF). An extra spice to the analysis is given by strong gurus and hedge funds with differing opinions. More...

AGRICULTURE, SEEDS, FERTILIZERS, SOYBEAN, WHEAT


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Aerospace, U.S. Defense Cuts and International Presence
The defense industry in the U.S. has suffered ever since the activation of the sequester. The recent government lockdown concerning budget approval represents additional bad news for the industry. Whether Rockwell Collins (NYSE:COL) and L3-Communications (NYSE:LLL) can curb those policies depends heavily on international diversification. But, I intend to show that there are additional characteristics that may guard performance against current U.S. legislation. More...

DEFENSE, COMMUNICATIONS, SEQUESTER, INTERNATIONAL


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What the Gurus Bought This Week
The following information is a highlight of the real-time guru activity we saw this week. To view more information on these gurus, check out their guru portfolios. “Real Time Picks” reports the stock purchases and sells that Gurus have made within the prior two weeks. If a Guru makes a purchase or sell of a company in which they own a greater-than 5% stake, SEC regulations require them to report their transaction within two days. More...

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