Northwestern
U nive r s i t y
Jeff Ubben ’87
Founder, CEO and CIO of ValueAct Capital To most investors, a company with a plummeting stock price looks like a red flag. To Jeff Ubben ’87, it looks like an opportunity. That’s because Ubben invests in — and turns around — failing or undervalued firms, particularly those with intellectual property rights in healthcare, technology and information services. “Public market investors generally have much shorter time horizons — and they’re not interested in being illiquid,” he explains. “Very few investors want to get all the information about an underperformer and make a fully informed decision on behalf of shareholders.
“Nobody does what we do.”