Jeffrey Ubben: The Evolution of the Active Value Investment Style (1)

According to Wikipedia, an activist shareholder "uses an equity stake in a corporation to put public pressure on its management". However, that is not true for all of them. Some value and activist investors today chose a completely different and more effective approach.

In this new Opalesque BACKSTAGE video, Jeffrey Ubben explains the ONLY time one of his activist investments did NOT work out was actually when the public was involved. Learn directly from Jeffrey Ubben, Chief Executive Officer and Chief Investment Officer of ValueAct Capital, 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.

Category:

News & Politics

Tags:

• Jeffrey Ubben
• Jeff Ubben
• ValueAct
• Hedge Fund
• Activist Investing

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If an activist investor buys in and then persuades the other shareholders to pressurise the management into selling all or parts of the company - isn't that just a softer form of asset stripping? Do these guys ever know how many job losses and how much damage to GDP they cause?