ValueAct Value Investing Congress Presentation Oct 2012

ValueAct Capital’s 2012 presentation emphasized shareholder activism, business model focus, simplicity, and quality, while avoiding traditional financials. If you’re interested in learning how hedge funds craft presentations, this might interest you.

The ValueAct Capital deck

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About ValueAct Capital

ValueAct Capital is an investment firm founded in 2000 that primarily focuses on making significant minority investments in publicly traded companies. They employ an active, hands-on approach with their investments, often seeking board seats and working closely with management to drive strategic changes aimed at enhancing shareholder value. ValueAct is known for its concentrated portfolio, typically holding positions in a small number of companies for extended periods. They prioritize long-term growth and sustainable value creation, often engaging in constructive dialogue with company leadership to influence decision-making and corporate governance.

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Hedge Fund Presentations