ValueAct Capital
Activist investment manager focused on long-term public equity engagement.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- ValueAct Capital Management, L.P.
- Entity type
- COMPANY
- Founded
- 2000
- Headquarters
- One Letterman Drive, Building D, Fourth Floor, San Francisco, CA 94129
- Company size
- 10–49
- Market role
- Private Equity, VC & Investor
- Official website
- valueact.com
What ValueAct Capital does
The firm manages pooled investment capital on behalf of external investors and deploys that capital into concentrated stakes in public companies. It creates value by combining fundamental investment research with active ownership, governance engagement and strategic influence over portfolio companies. Commercially, the firm captures value from recurring management fees on committed or managed capital and performance-linked economics tied to investment returns.
Category differentiation
ValueAct Capital is an investment management and activist investing firm, not an adtech, martech or enterprise software vendor. It is distinct from private equity buyout firms because its core strategy centres on influential stakes in public companies rather than full-control acquisitions.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
ValueAct Capital Management, L.P. is a private investment management firm headquartered in the United States. It operates as an SEC-registered investment adviser and focuses on long-term, governance-oriented activist investing, typically taking concentrated positions in public companies and engaging with management and boards to influence strategy, capital allocation and operational performance. The firm generates revenue through investment management economics tied to assets under management and fund performance. Its direct customers are institutional and qualified investors allocating capital to activist public equity strategies. Its operating model depends on research-driven security selection, concentrated ownership stakes and sustained governance engagement to drive portfolio value creation.
Business model & monetisation
ValueAct Capital monetises through investment management fees and performance-based fund economics. The primary commercial mechanism is fee income from managing investor capital, with additional upside linked to realised and unrealised portfolio performance under the terms of its investment vehicles.
- Investment management fees
- Service Fee
- Performance-based fund economics
- Service Fee
Products & capabilities
No products with linked sources are available in this view.
Recent recorded signals
Dates refer to the source publication. Older entries are historical context, not evidence of a new event.
No sufficiently sourced and dated signals are available for this view.
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Questions about ValueAct Capital
What is ValueAct Capital?
ValueAct Capital is a private investment management firm focused on long-term, governance-oriented activist investing in public companies.
Who uses ValueAct Capital?
Its direct customers are institutional investors and other qualified allocators seeking exposure to concentrated activist public equity strategies.
How does ValueAct Capital make money?
It earns investment management fees and performance-based fund economics from managing investor capital.
Sources & coverage
This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.
14 publicly documented primary sources and citations linked across the market graph.
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