ValueAct Capital Management, based in San Francisco, focuses on long-term investments in high-quality companies. The firm typically engages in later-stage investments, including Series A through Series E and post-IPO equity rounds. ValueAct Capital leverages data-driven insights to collaborate closely with company managers and directors, viewing them as partners. Their investment strategy is designed to serve some of the world's largest institutional investors.
Notable portfolio companies include Altus Power, AppHarvest, Arcadia, Citigroup Global Markets, Good Technology, LumiGrow, Noodle, Olympus, The New York Times, and Twistbox Entertainment. ValueAct Capital is led by a team of experienced partners who provide strategic guidance and advisory services to their portfolio companies. Their investment philosophy emphasizes long-term value creation and active engagement with company leadership to drive growth and operational improvements.
ValueAct Capital Management - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Top Investment Stages

San Francisco-based ValueAct Holdings, L.P. offers global portfolio management and advisory services.
Stage Mix
Concentration shown as share of disclosed investments by stage.

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