Jeffrey Ubben Portfolio

Jeffrey W. Ubben a philanthropist and hedge fund manager from San Francisco is the co-founder of ValueAct Capital. He serves on Exxon Mobil's board. In 1987, he received a master's degree in business from Northwestern University’s Kellogg School of Management. Mr. Ubben has left his position as president of ValueAct Capital in order to focus solely on social investments in 2020.
Jeffrey Ubben’s portfolio investment approach emphasizes durable, large-cap growth and durable financial positioning, reflected in a concentrated set of well-known stocks and long-term conviction. The following top five investments highlight his style and market preferences across payments, e-commerce, financial infrastructure, fintech/credit access, and enterprise software:
1. Visa Inc (Ordinary Shares, Class A): A core investment tied to global payment networks, supporting steady cash flows through card-based transaction volumes and strong cardholder/merchant adoption.
2. Amazon.com Inc.: A platform-centric investment focused on scalable retail and expanding cloud services, aligning with long-term growth driven by ecosystem strength and operating leverage.
3. BlackRock Inc.: A financial infrastructure investment centered on asset management scale, diversified fee streams, and market-driven growth, consistent with a preference for quality financial franchises.
4. Rocket Companies Inc (Ordinary Shares, Class A): A higher-beta, opportunity-oriented investment reflecting upside potential from U.S. mortgage origination dynamics and market share gains, with emphasis on improving unit economics.
5. Salesforce Inc: A software-as-a-service investment representing enterprise technology demand, recurring revenue visibility, and customer retention through a broad platform of CRM and related tools.
Overall, Jeffrey Ubben’s portfolio of stocks suggests a selective investment strategy that blends quality compounders with targeted value and cyclical opportunity, using diversification across multiple sectors to manage risk.