Value Investing, Videos

Jeffrey Ubben – Active Value Investment

Jeffrey Ubben of ValueAct Capital, a hedge fund based in San Francisco, California. Ubben managed the Fidelity Value Fund at Fidelity Investments for eight years. He served as the Managing Partner of Blum Capital from 1995 to 2000.

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Jeffrey Ubben investment style, the long race tortoise, prefers the long term approach in activation and being the nice guy to the CEO.

Hedge Fund Manager Jeff Ubben- Activist

Hedge Fund Manager Jeffrey Ubben - Active Value Investment

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.

Jeffrey Ubben 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.

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.

Hedge Fund Manager Jeff Ubben- Activist Shareholder

Jeffrey Ubben of ValueAct Capital, a hedge fund based in San Francisco, California. Ubben managed the Fidelity Value Fund at Fidelity Investments for eight years. He served as the Managing Partner of Blum Capital from 1995 to 2000. Jeffrey Ubben investment style, the long race tortoise, prefers the long term approach in activation and being the nice guy to the CEO.

Strategy:

  • Buy at Discount- Buys at 4X-5X Cash flow and Sell to 8X Cash Flow
  • Fix and changed business with a strategic pure play before buying back shares or paying dividend in creating Financial Analysis value.
  • Premium on the exit