Talk:ValueAct Capital

This page should not be speedily deleted because... this is company with significant amount of financial pull. This company has been in the news lately due to its investment in microsoft.

Link to company web page https://www.valueact.com/

In the lead we have "high net worth" ... would that be "rich", or perhaps "wealthy"? 31.52.162.29 (talk) 20:09, 19 November 2015 (UTC)

This company is being sued for nonpaid overtime 47.155.93.134 (talk) 10:25, 26 January 2022 (UTC)

Hello, I work for Rubenstein Communications and on behalf of ValueAct. As a conflicted party, I’ll be sharing suggestions on the discussion page instead of editing directly.

This edit request by an editor with a conflict of interest was declined. Some or all of the changes weren't supported by neutral, independent, reliable sources. Consider re-submitting with content based on media, books and scholarly works.

Introduction

Firstly, it would be more accurate to describe ValueAct as an “investment management firm” than “investment company.” See Bloomberg, current citation doesn’t use “investment company.” Bloomberg: https://www.bloomberg.com/profile/person/15325060

And the firm’s assets under management are $10B as reported by Reuters. Assets under management are more commonly used than portfolio value calculation, and would be consistent with infobox which uses AUM. Reuters: https://www.reuters.com/business/finance/hedge-fund-valueact-capital-gained-39-2023-investor-2024-01-10/ (January 10, 2024)

I recommend changing the introduction to: “ValueAct Capital is a San Francisco-based investment management firm. As of 2025, the firm manages about $10 billion in assets.”

Background

Jeff Ubben left ValueAct in 2020, see source below. I think that should be more clearly reflected. Suggested addition: “Jeff Ubben left the firm in 2020.”

Reuters: https://www.reuters.com/article/hedgefunds-valueact/valueacts-founder-ubben-retires-from-firm-starts-new-venture-idUSL1N2E01Z3/ (June 23, 2020)

Thank you for your consideration Nbaderrubenstein (talk) 16:14, 19 August 2025 (UTC)

Not done: The changes are not supported by neutral, independent, reliable sources. Please provide reliable sources that support the change you want to be made.  Likeanechointheforest (talk) 18:39, 24 August 2025 (UTC)

Likeanechointheforest

Here is a WSJ article that references ValueAct’s $10B in assets under management globally and Ubben’s departure from the firm. The current source for ValueAct’s portfolio value is Fintel.io; we recommend citing information from the WSJ and the Reuters since they’re more reliable and reputable, and independent/neutral third-party sources.

WSJ: Activist ValueAct Builds Stake in Disney (November 15, 2023)

“The investment firm manages more than $10 billion globally.”

Additionally, the Reuters article previously submitted about Ubben’s departure is a reliable third-party news source and compliant with Wiki guidelines. Ther article states, “Investor Jeffrey Ubben, who grew ValueAct Capital into one of the world's most powerful activist hedge funds, is retiring from the firm...”.

As suggested, we’re resubmitting this factual information for your consideration. Nbaderrubenstein (talk) 23:14, 25 August 2025 (UTC)

Looks good, go ahead! Likeanechointheforest (talk) 21:43, 29 August 2025 (UTC)

Likeanechointheforest Thanks. Edits enacted. Nbaderrubenstein (talk) 13:53, 2 September 2025 (UTC)

The user below has a request that an edit be made to ValueAct Capital. That user has an actual or apparent conflict of interest. The requested edits backlog is very high. Please be extremely patient. There are currently 477 requests waiting for review. Please read the instructions for the parameters used by this template for accepting and declining them, and review the request below and make the edit if it is well sourced, neutral, and follows other Wikipedia guidelines and policies.

Hello, reaching back out to clarify a couple inaccuracies and to suggest additional content for the page.

There is third-party reporting on ValueAct and its investing approach, which is relevant for the background section of the page. I recommend adding: “ValueAct Capital is an activist investment firm known for its focus on corporate governance, with principals of ValueAct Capital having served on over 55 public company board seats.”

• CNBC: Activist investor ValueAct has $1 billion stake in Meta, sources say (November 12, 2024)
  • “Activist investor ValueAct”
• CNBC: ValueAct takes a stake in Rocket Cos. Here’s how the activist may help lift the share price (May 24, 2025)
  • “ValueAct has been a premier corporate governance investor for over 20 years. ValueAct principals are generally on the boards of half of ValueAct’s core portfolio positions and have had 56 public company board seats over 23 years. Additionally, the firm is a long-term, thoughtful and diligent investor known for creating value behind the scenes.”
• CNBC: How ValueAct may bring an amicable approach to help boost margins at this Japanese medical device company (January 6, 2024)
  • “ValueAct principals are generally on the boards of half of the firm’s core portfolio positions and have had 56 public company board seats over 23 years”

The Salesforce subsection says “ValueAct disclosed a multi billion stake in Salesforce in January 2022,” but there is no corresponding citation. Recommend changing to “ValueAct revealed a stake in Salesforce in January 2023.”

• Reuters: Salesforce appoints new board directors amid activist investor pressure (Jan. 27, 2023)

Done I couldn't pinpoint when ValueAct obtained a stake in Salesforce, but indeed the Reuters article from January 2023 and says "ValueAct ... owned shares in Salesforce for months and have held talks with the company", and I couldn't find a reveal at an earlier time, so I would say this is accurate. I also added the citation to the sentence. TimSmit (talk) 20:49, 24 October 2025 (UTC)

Also, I think the following sentence should specify the year, 2023 – “On January 27, 2023, Salesforce announced that it is appointing three new directors to the board, one of whom is Mason Morfit, CEO and CIO of ValueAct Capital.”

Done TimSmit (talk) 20:49, 24 October 2025 (UTC)

Lastly, in the Rocket Companies subsection, ValueAct is misspelled.

Done Indeed, it was misspelled in the Meta subsection as well. TimSmit (talk) 20:49, 24 October 2025 (UTC)

Thanks for considering. Nbaderrubenstein (talk) 18:55, 23 October 2025 (UTC)

Already done PK650 (talk) 02:24, 26 October 2025 (UTC)

Thank you PK650 for reviewing and implementing.

Following up on this edit I recommended, sources above: “ValueAct Capital is an activist investment firm known for its focus on corporate governance, with principals of ValueAct Capital having served on over 55 public company board seats.”

I think it's a noteworthy addition to the page because being on boards is a critical part of what activist investors do, and serving on that many boards is a distinguishing characteristic of ValueAct, which has been highlighted by third-party media outlets. Nbaderrubenstein (talk) 16:23, 27 October 2025 (UTC)

 Not done: please provide reliable sources that support the change you want to be made. Both of the core CNBC sources that you cite are marked as "Opinion - Activist Spotlight", and thus they cannot be used to support statements asserted as fact, per WP:RSOPINION. However, feel free to re-open your edit request in the future (by changing "answered=yes" to "answered=no" in the "Edit COI" template), if you can provide reliable sources to support your suggestion. TimSmit (talk) 18:54, 29 October 2025 (UTC)

Thank you. Sharing two alternative sources that respectively note ValueAct has served on “more than 50 boards” and “49 public company boards.”

• Institutional Investor: ValueAct’s New CEO Mason Morfit Shows Hedge Fund Succession Can Work (March 24, 2021)
• GuruFocus: ValueAct Capital's Strategic Moves: Significant Reduction in Salesforce Inc. (February 14, 2025)

Based on the additional sources, my updated suggested addition is, “ValueAct Capital is an activist investment firm known for its focus on corporate governance, with principals of ValueAct Capital having served on over 50 public company board seats.” Nbaderrubenstein (talk) 13:55, 4 November 2025 (UTC)

Not done for now: My initial investigation does not lead me to believe these are reliable sources. The first is originally published via linkedIn and the second does not appear to be from a reliable source. Czarking0 (talk) 02:09, 10 February 2026 (UTC)

Czarking0 Institutional Investor has been around for nearly 60 years and is a well-read and respected editorial outlet covering the institutional investors industry. I disagree that it isn’t reliable.

Where do you see that it was originally published on LinkedIn? Doing my own search and don’t see that. Nbaderrubenstein (talk) 20:54, 13 February 2026 (UTC)