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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 was founded in 2000 and is led by its founding partners, Jeffrey W. Ubben and George F. Hamel, Jr. In addition, VAC has an experienced team of professionals managing the firm, including six 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, Bradley E. Singer, Brandon B. Boze, Gregory P. Spivy, Briana J. Zelaya and Allison A. Bennington.
One Letterman Drive
Building D, 4th Floor
San Francisco, CA 94129