Jeff Ubben

Jeff Ubben

Last Update: 02-14-2017

Number of Stocks: 14
Number of New Stocks: 1

Total Value: $12,176 Mil
Q/Q Turnover: 4%

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 Acquired 3 Stakes in 2nd Quarter Guru invested in Morgan Stanley, Trinity Industries, Seagate Technology
Jeff Ubben (Trades, Portfolio) of Value Act Holdings invested in three new stakes in the second quarter – Morgan Stanley (NYSE:MS), Trinity Industries Inc. (NYSE:TRN) and Seagate Technology PLC (NASDAQ:STX). Read more...
Jeff Ubben Nabs NetScout in 4th Quarter Guru establishes position in application software company
ValueAct Capital founder Jeff Ubben (Trades, Portfolio) gained one new holding in the final quarter of 2016, NetScout Systems Inc. (NASDAQ:NTCT). Read more...
Jeff Ubben Sells Halliburton, Adobe; Buys Alliance Data Systems Top trades by the investor during first quarter
Jeff Ubben (Trades, Portfolio) is founder, CEO and chief investment officer of ValueAct Holding LP. During the first quarter, he exited his stake in Halliburton Co. (HAL) but acquired a new position in Alliance Data Systems Corp. (ADS). Read more...
Jeff Ubben Added to 6 Stakes in 3rd Quarter Guru adds to holdings in Alliance Data Systems, Seagate Technology, Trinity Industries
Jeff Ubben (Trades, Portfolio), founder, CEO and chief investment officer of ValueAct Holdings LP, added to half a dozen stakes in the third quarter. Read more...
Jeff Ubben Nearly Exits Position in Adobe Systems Guru sells stakes in Halliburton and Towers Watson
Jeff Ubben (Trades, Portfolio) of ValueAct Holdings made more transactions in the first quarter than he has made in a single quarter in a year, but more than half were reductions or divestitures of stakes in his portfolio. The guru made one new buy in the first quarter and added to two existing stakes. Read more...
» More Jeff Ubben Articles

Commentaries and Stories

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Diamond Hill Sells Morgan Stanley and IBM, Buys Pepsi The guru's largest 4th-quarter trades Diamond Hill Capital,Jeff Ubben,T Rowe Price Equit - Diamond Hill Sells Morgan Stanley And IBM, Buys Pepsi
Diamond Hill Capital (Trades, Portfolio) is a registered investment adviser based in Columbus, Ohio. During the fourth quarter the guru traded shares in the following stocks: More...

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Jeff Ubben Nabs NetScout in 4th Quarter Guru establishes position in application software company Jeff Ubben,Ken Fisher,Chuck Royce,Third Avenue Man - Jeff Ubben Nabs NetScout In 4th Quarter
ValueAct Capital founder Jeff Ubben (Trades, Portfolio) gained one new holding in the final quarter of 2016, NetScout Systems Inc. (NASDAQ:NTCT). More...

UBBEN, VALUE ACT, BUYS, 4Q


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Jeff Ubben Exits MSCI Stake Company was trading at 9-year high in price Jeff Ubben - Jeff Ubben Exits MSCI Stake
Jeff Ubben (TradesPortfolio), founder, CEO and chief investment officer of ValueAct Capital, sold out his remaining 1,300,900 shares of MSCI (NYSE:MSCI) in the third quarter. The trade had a 0.91% impact on his portfolio. Ubben initially purchase his stake in MSCI during the fourth quarter of 2012. Ubben gained an estimated 123% return with his investment. More...

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Jeff Ubben Added to 6 Stakes in 3rd Quarter Guru adds to holdings in Alliance Data Systems, Seagate Technology, Trinity Industries Jeff Ubben - Jeff Ubben Added To 6 Stakes In 3rd Quarter
Jeff Ubben (Trades, Portfolio), founder, CEO and chief investment officer of ValueAct Holdings LP, added to half a dozen stakes in the third quarter. More...

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GE to Combine Oil & Gas Business With Baker Hughes New company will be an energy powerhouse Ken Fisher,Jeff Ubben - GE To Combine Oil & Gas Business With Baker Hughes
General Electric (NYSE:GE) announced an agreement to combine GE’s oil and gas operations with Houston-based Baker Hughes (NYSE:BHI) Monday. More...

MERGER,ENERGY,GE,BAKER HUGHES


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Insider Jeff Ubben Feeds Yacktman’s Twenty-First Century Fox Director buys 3 million shares of media company Jeff Ubben, Donald Yacktman - Insider Jeff Ubben Feeds Yacktman’s Twenty-First Century Fox
Jeff Ubben (Trades, Portfolio), CEO and chief investment officer of ValueAct Holding LP, has been a director of Twenty-First Century Fox Inc. Class B (NASDAQ:FOX) since November 2015. On Oct. 3, the guru purchased 3 million shares at $26.06 per share, according to the company’s Form 4 filing with the Securities and Exchange Commission. The insider transaction cost $78.18 million. More...

JEFF UBBEN, DONALD YACKTMAN


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Jeff Ubben Acquired 3 Stakes in 2nd Quarter Guru invested in Morgan Stanley, Trinity Industries, Seagate Technology Jeff Ubben - Jeff Ubben Acquired 3 Stakes In 2nd Quarter
Jeff Ubben (Trades, Portfolio) of Value Act Holdings invested in three new stakes in the second quarter – Morgan Stanley (NYSE:MS), Trinity Industries Inc. (NYSE:TRN) and Seagate Technology PLC (NASDAQ:STX). More...

UBBEN, TRADES, SECOND QUARTER


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Ronald Muhlenkamp Sells Allegiant, Microsoft, Apple Largest sales by investor during second quarter Jeff Ubben,Ronald Muhlenkamp - Ronald Muhlenkamp Sells Allegiant, Microsoft, Apple
Ronald Muhlenkamp (Trades, Portfolio) is the founder and president of Muhlenkamp & Company Inc. and portfolio manager for the company's self-named mutual fund (MUHLX). The following are his largest sales of the second quarter. More...

SELL, TECHNOLOGY, MUHLENKAMP


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Jeff Ubben Nearly Exits Position in Adobe Systems Guru sells stakes in Halliburton and Towers Watson Jeff Ubben - Jeff Ubben Nearly Exits Position In Adobe Systems
Jeff Ubben (Trades, Portfolio) of ValueAct Holdings made more transactions in the first quarter than he has made in a single quarter in a year, but more than half were reductions or divestitures of stakes in his portfolio. The guru made one new buy in the first quarter and added to two existing stakes. More...

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Jeff Ubben Sells Halliburton, Adobe; Buys Alliance Data Systems Top trades by the investor during first quarter Jeff Ubben - Jeff Ubben Sells Halliburton, Adobe; Buys Alliance Data Systems
Jeff Ubben (Trades, Portfolio) is founder, CEO and chief investment officer of ValueAct Holding LP. During the first quarter, he exited his stake in Halliburton Co. (HAL) but acquired a new position in Alliance Data Systems Corp. (ADS). More...

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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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