Microsoft Shares Get a Lift from Jeffrey Ubben’s ValueAct Capital

April 24th, 2013
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Jeffrey Ubben, CEO of ValueAct Capital Management is looking past Microsoft’s venerable consumer business, which has been struggling lately, to its business applications and sees substantial upside. According to Money/CNN, the activist hedge fund has recently taken a $2 billion stake in Microsoft with an eye on its enterprise software solutions for large and small businesses.

Jeffrey Ubben essentially dismisses Microsoft’s consumer strategy as irrelevant in view of the decline in PC sales and its potential in enterprise solutions, which is not yet reflected in its valuation. Microsoft shares, which have languished for years, have risen 5 percent since reports of ValueAct Capital’s interest have surfaced.

ValueAct Capital Management was founded by Managing Director Jeffrey Ubben in 2000, following a five year stint Richard C. Blum's Blum Capital Partners.
For Detailed Investor Profiles on these Investors, click below:
Blum Capital Partners
ValueAct Capital Management
Related People: Jeffrey W. Ubben; Richard C. Blum
Related Entities: Blum Capital; Blum Capital Partners*; Richard C. Blum & Associates; ValueAct AllCap International LP; ValueAct Capital International; ValueAct Capital LLC; ValueAct Holdings GP LLC
Related Article Tags: Shareholder Activists, Corporate Raiders and Proxy Battles; Featured Reports

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