ValueAct Capital, every mention
12 scenes · ← back to ValueAct Capital
tap a year for its mentions
every year anyone Ted Seides 12Rob Hale 8Mason Morfit 2Toby Rodes 1Stan Miranda 1
Verbatim, from the transcripts: the passages where ValueAct Capital comes up
Year in Review 2025 (EP.478)
- ▶ 26:45 Ted Seides Having Jeff Aronson from Centerbridge on, or Robin Mason at Value Act.
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 0:55 Ted Seides My guests on today's show are Mason Morfitt and Rob Hale, the co-CEOs of ValueAct Capital, which manages eleven billion dollars in public equities focused on the US and Japan. 6 times in the scene
- ▶ 10:59 Mason Morfit And right before all the walls completely smushed me, I met this guy named Jeff oven who was found in value act and had no AUM whatsoever to speak of, but an idea that you could invest on the principle of being a longterm thinking partner… 2 times in the scene
- ▶ 11:31 Rob Hale I joined Value Act in 2011, so 11 years in. 4 times in the scene
- ▶ 15:24 Ted Seides In that period of time, before Rob joined and Mason, the whole way through, other than this very different way that you both described of conversing with management teams, what was the overlying strategy of Value Act from the beginning? 2 times in the scene
- ▶ 21:04 Rob Hale And I think what's allowed Value Act to stand out over 25 years is that we've tried to be excellent in both categories. 2 times in the scene
- ▶ 57:07 Rob Hale We have this idea of the value act thesis. 2 times in the scene
- ▶ 59:15 Ted Seides I'd love to ask you a couple of questions about the business of value act itself. 2 times in the scene
Toby Rodes - Unlocking Value in Japan (EP.407)
- ▶ 49:51 Toby Rodes It's had run-ins with Value Act.
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
- ▶ 21:23 Stan Miranda I'm not naming managers that we necessarily invested in, but that was the SPOs and the CVNs and value acts
Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
- ▶ 55:13 unnamed speaker It's kind of more like the public shareholder, you know, if you think about what, I don't know, you know this world better than me, Value Act, or I don't know, are they the good ones?
Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
- ▶ 4:56 Ted Seides Last month, Irrational Capital announced a strategic partnership with Jeff Ubbins Value Act Capital, a firm that shares their belief in the importance of the impact of corporate culture on long-term enterprise value.