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Investment Discipline
ValueAct Capital ("VAC"), with offices in San Francisco and Boston, seeks to
make active strategic-block value investments in a limited number of companies.
VAC primarily takes an active approach to public market investing, combining
its expertise in sourcing investments in fundamentally undervalued companies
with a successful record of having worked positively with its portfolio
companies to implement value-enhancing strategies. VAC’s investment approach
differs from typical "activist" investors that often act in a hostile manner in
order to attempt to effect desired changes. In contrast, VAC seeks to build
constructive long-term relationships with management teams or boards, to
implement positive changes to unlock shareholder value.
VAC takes a "buy-the-whole-business" approach to investing in companies
primarily with market capitalizations of up to $15 billion. VAC focuses
primarily on acquiring significant ownership stakes ranging in size from $50 to
$500 million in its portfolio companies, through both open-market purchases and
negotiated transactions. VAC has a well-diversified base of clients, including
endowments, foundations, high-net-worth individuals and families, corporate
clients, and funds-of-funds.
The Firm
The firm was founded in 2000 and is led by its three founding partners, Jeffrey
W. Ubben, Peter H. Kamin and George F. Hamel, Jr. In addition, VAC has an
experienced team of professionals managing the firm, including five investment
partners, all of whom have some public company board experience, and three
administrative partners. They include, G. Mason Morfit, Todd F. Bourell, Kelly
J. Barlow, Gregory P. Spivy, Briana J. Curran and Allison A. Bennington.
Contact Information
435 Pacific Avenue
Fourth Floor
San Francisco, CA
94133
www.valueact.com/
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