ValueAct Capital

ValueAct Capital is a San Francisco-based investment firm that specializes in activist investing. The firm takes significant stakes in companies and then works with their management teams and boards to push for strategic changes that unlock value for shareholders. ValueAct is known for its long-term investment horizon and collaborative approach to activism. One of ValueAct's most notable campaigns was its investment in Microsoft in 2013. The firm took a $2 billion stake in the technology giant and successfully negotiated a seat on its board of directors. ValueAct then worked with Microsoft's management team to refocus the company on its core business and shift its focus towards cloud computing. The campaign is widely regarded as a success, with Microsoft's market value more than doubling since ValueAct's investment. Other notable campaigns by ValueAct include its investments in Adobe, Valeant Pharmaceuticals, and CBRE Group, among others.