This issue of Barron’s carries a brief article on activist hedge funds and makes mention of activist Jeff Ubben and his firm ValueAct Capital, which is regarded as one of the elite activist funds because it has averaged gains of 144 percent in companies where they filed 13D forms.
Some notable holdings include:
- ADOBE SYSTEMS INC
- CBRE GROUP INC
- MCGRAW HILL
- MICROS SYSTEMS INC
- MICROSOFT CORP
- MOTOROLA SOLUTIONS INC
- MSCI INC
- VALEANT PHARMACEUTICALS INTL
You can see a list of their most recent holdings here.
Ubben is speaking at the 9th Annual New York Value Investing Congress taking place September 16 & 17, 2013 at Jazz at Lincoln Center’s Fredrick P. Rose Hall.
Ubben will be accompanied by some of the world’s most accomplished investors, and for good reason: they want to be the first to hear investment ideas from money managers who have a proven track record of generating stellar returns for their clients and themselves.
Greenbackd 
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