Jeffrey Ubben At Milken – Activist Investors: Unlocking Value Milken Institute

Published on Jun 26, 2017
Here’s How To Zero-In On The Alpha Hidden In 13D Activist Filings

Justin Baer, Writer, The Wall Street Journal

Get The Timeless Reading eBook in PDF

Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues.

Here's How To Zero-In On The Alpha Hidden In 13D Activist Filings
Alex Denner, Chief Investment Officer and Founding Partner, Sarissa Capital
Ana Marshall, Vice President and Chief Investment Officer, William and Flora Hewlett Foundation
Ronald O'Hanley, President and CEO, State Street Global Advisors; Vice Chairman, State Street
Alex Roepers, Founder and Chief Investment Officer, Atlantic Investment Management
Jeffrey Ubben, Founder, CEO and Chief Investment Officer, ValueAct Capital
With valuations for a number of industries considered stretched, many industry observers are wondering if tax reform, repatriation of overseas capital and deregulation can help spur a new wave of campaigns. This panel of seasoned veterans will discuss the nuanced activist strategies that make up the universe and which are most likely to unlock value. Potential Questions:
Soc Gen: Active Managers Might Be Responsible For Rise of Passive AUM
How are allocators factoring activist strategies into their portfolio?
Is the trend of going public with a campaign taking a back seat to more friendly and long-term efforts to create value?
What are the different toolkits that activists have at their disposal and how do they create an alignment of interest with their investors and management?

Relying On Old-Fashioned Stock Picking, Lee Ainslie Reports His “Strongest Quarter” Ever

Lee Ainslie's Maverick Fund USA enjoyed its "strongest quarter in the fund's history" during the three months to the end of June. According to a copy of the firm's second-quarter letter to investors, which ValueWalk has been able to review, Maverick Fund USA gained 18% in the second quarter. Following this performance, the fund was Read More