ValueAct Capital, every mention
5 scenes (said by Ted Seides) · ← 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
- ▶ 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
- ▶ 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
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.