ValueAct Capital is now an activist investor in the American cloud-based software company Salesforce. Mason Morfit, the CEO and CIO of the company is now a member of the Salesforce Board of Directors.
Salesforce the largest enterprise software in the world is a publicly held company traded primarily on New York Stock Exchange (NYSE).
In NYSE Salesforce has reported 1.68 US dollars as the Q4 EPS which is better by 0.32 US dollars than the estimated 1.36 US dollars.
ValueAct Capital has an established goal of serving for about three to five years in a company and placing the company in a better position than when it joined the company. In some exceptional cases, ValueAct serves for a period of ten years.
What Is ValueAct Capital?
ValueAct Capital: Bio
ValueAct Capital is a hedge fund established as an investment company. The company was founded in San Francisco California in the United States in the year 2000.
It is headquartered in San Franciso California and is privately held.
ValueAct Capital: Assets Under Management (AUM)
As of the last data compilation the company has an estimated 9.269 billion US dollars worth of assets under management (aum). The company has its primary focus on operating as a private equity firm.
ValueAct does take considerable ownership stakes in companies that face temporary mispricing events such as poor business performance, restructurings, mergers or acquisitions, unfavorable industry and market conditions, apex-level reorganizations, and other uncontrollable external factors.
ValueAct Capital: Vision
ValueAct Capital advertises that its vision is to invest for the long term in high-quality companies offering data drive insights. Some of the major investments of the company are:
- Microsoft
- Rolly Royce
- Adobe
- CBRE
- 21st Century Fox
- Seagate
The company views its managers and directors as its partners.
ValueAct Capital is renowned for its investments on behalf of some of the largest institutional investors in the world.
ValueAct Capital: Features
- Transformed business models
- Reduced cost structures
- Management of transacted M&A (mergers and acquisitions)
ValueAct Capital: Growth and Development So Far: Highlights
- More than 100 core investments
- Been on 46 public company boards
ValueAct Capital: Subsidiaries
The subsidiaries of ValueAct Capital are
- ValueAct Capital LLC
- ValueAct Capital Master Fund LP
- ValueAct Capital Partners LP
ValueAct Capital: Key People
ValueAct Capital is founded by Jeffrey Ubben.
The Chief Executive Officer (CEO) of the company is G. Mason Morfit. He also serves as the Chief Investment Officer (CIO) of ValueAct Capital. Dorothea W. Kennedy is the Chief Compliance Officer (CCO) while Christopher S. Allen serves as the Chief Financial Officer (CFO).
The Marketing & Investor Relations Senior Associate is April M. Ciaccio and Adora Chen is the Investor Relations Associate. Briana J. Zelaya is the Head of Marketing and Investor Relations.
Jennifer A. Lane is the Controller and Brittni E. Levinson functions as the Head of Sustainability.
The position of the Manager of Information Technology is taken care of by Christopher L. Mclntyre, the Managing Director of Trading is Jean F. Murphy, and the Managing Director of Investor Relations is Jennifer L. Summerhays.
Drew W. Stroud serves as the Head of Communications & Managing Director of Marketing and Nicole A. Wall is the Vice President of Marketing.
ValueAct Capital: Administration
Brandon B. Boze is the President. The Vice Presidents of the company are Jason G. Anderson, A.J. Galainena, Dean Makino, and Bloor Redding III.
ValueAct Capital: Partners
The Partners of the company are Alexander L. Baum, Sarah E. Coyne, Dylan G. Haggart, D. Robert Hale, Jacob H. Welch, Brandon B. Boze, Drew W. Stroud, and Briana J. Zelaya.
ValueAct Capital: Counsel
Jason B. Breeding is the General Counsel and Sonia M. Muscatine is the Deputy General Counsel.
ValueAct Capital: Investment Companies
Information Technology
- Adobe Systems, Inc.
- Alliance Data Systems Corp.
- Fiserv, Inc.
- Gartner, Inc.
- Gevity HR, Inc.
- Insight Enterprises, Inc.
- Lecroy Corp.
- Lodgenet Interactive Corp.
- Micros Systems, Inc.
- Microsoft Corp.
- Misys plc
- Motorola Solutions, Inc.
- MSCI, Inc.
- Reuters Group plc
- Sirva, Inc.
- Tektronix, Inc.
- Trend Micro Inc.
Industrials
- Allison Transmission Holdings, Inc.
- Arcosa, Inc.
- Armstrong Flooring, Inc.
- Armstrong World Industries, Inc.
- Gardner Denver, Inc.
- Invensys plc
- Rockwell Collins Inc.
- Rolls-Royce Holdings plc
- Trinity Industries, Inc.
Energy
- Baker Hughes, Inc.
- Dresser-Rand Group, Inc.
- Exterran Energy Corp.
- Halliburton Co.
- Seitel, Inc.
Financials
- CBRE Group, Inc.
- Citigroup Inc.
- Element Fleet Management Corp.
- Equifax, Inc.
- Fidelity National Financial, Inc.
- KKR & Co. L.P.
- Moody’s Corp.
- Morgan Stanley
- OneSource Information Services, Inc.
- Redwood Trust, Inc.
- SLM Corporation
- USI Holdings Corp.
- Williams Scotsman International, Inc.
- Willis Towers Watson plc
Consumer
- Flutter Entertainment plc
- Insurance Auto Auctions, Inc.
- KAR Auction Services, Inc.
- LKQ Corporation
- Merlin Entertainments plc
- Rentokil Initial plc
- Sara Lee Corp.
- Seven & i Holdings Co., Ltd.
- Snap-On, Inc.
- Verisign, Inc.
Technology
- Acxiom Corp.
- American Tower Corp.
- Amicas, Inc.
- Avaya Inc.
- EPIQ Systems, Inc.
- Intergraph Corp.
- JSR Corporation
- McAfee, Inc.
- MSC Software Corp.
- Per-Se Technologies, Inc.
- Reynolds And Reynolds Co.
- Seagate Technology Holdings plc
- Siebel Systems, Inc.
- TriZetto Group, Inc.
Also Read:- Third Point: All About Salesforce Activist Investor
Healthcare
- Advanced Medical Optics, Inc.
- Agilent, Inc.
- Alere, Inc.
- Applied Biosystems, Inc.
- Bausch Health Companies Inc.
- Bioverativ, Inc.
- Chiron Corp.
- CR Bard, Inc.
- First Health Group Corp.
- Immucor, Inc.
- Life Technologies Corp.
- Lifeline Systems, Inc.
- Lincare Holdings, Inc.
- MDS, Inc.
- MedQuist, Inc.
- Mentor Corp.
- Olympus Corp.
- Omnicare, Inc.
- PRA International, Inc.
- Solexa/ Illumina, Inc.
- Warner Chilcott plc
Media
- Catalina Marketing Corp.
- Key3Media Group, Inc.
- Martha Stewart Living Omnimedia, Inc.
- The New York Times Company
- Nintendo Co., Ltd.
- Ströer SE & Co. KGaA
- Twenty-First Century Fox, Inc.
ValueAct Capital: Diversity Investments
Good Technology
ValueAct Capital: Exits
- Spotify
- Citi
- App Harvest
- The New York Times
- Olympus
- Nikola Motor Company
- Altus Power
- Horizon Discovery
- Seagate Technology
- Solexa
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