H/t to David Lau of ahhuilaudavid.blogspot.com. In this video, Jeffrey Ubben explains the ONLY time one of his activist investments did NOT work out was actually when the public was involved.
Jeffrey W. Ubben is a Founder, Chief Executive Officer and the Chief Investment Officer of ValueAct Capital. 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 spent eight years at Fidelity Investments where he managed the Fidelity Value Fund. The Fidelity Value Fund had $4.5bn when Ubben left. He explains how the style has evolved and what strategies work best to achieve superior results:
* The ValueAct Capital strategy: Changing companies from the inside
* Is the involvement of the media helpful for activist investing?
* What are the problems of proxy contests?
* The Drivers of the ValueAct Capital strategy: Detailed examples and why it works
Jeffrey W. Ubben is a Founder, Chief Executive Officer and the Chief Investment Officer of ValueAct Capital. 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 spent eight years at Fidelity Investments where he managed the Fidelity Value Fund. The Fidelity Value Fund had $4.5bn when Ubben left. He explains how the style has evolved and what strategies work best to achieve superior results:
* The ValueAct Capital strategy: Changing companies from the inside
* Is the involvement of the media helpful for activist investing?
* What are the problems of proxy contests?
* The Drivers of the ValueAct Capital strategy: Detailed examples and why it works
