Welcome to ValueAct Capital
“True Independence– meaning the willingness to challenge a forceful CEO when something is wrong or foolish– is an enormously valuable trait in a director. It is also rare. The place to look for it is among high-grade people whose interests are in line with those of rank-and-file shareholders– and in line in a very big way”
– Warren Buffett
CEO of Berkshire Hathaway Inc.
“We must work to establish a “fiduciary society”, where manager/agents entrusted with managing other people’s money are required... to place front and center the interests of the owners they are duly-bound to serve. The focus needs to be on long-term investments (rather than short-term speculation), appropriate due diligence in security selection, and ensuring that corporations are run in the interest of their owners.”
– John Bogle
Founder and Former CEO of the Vanguard Group