Founder & Managing Partner, Inclusive Capital Partners
JEFFREY UBBEN is the Founder and Managing Partner of Inclusive Capital Partners (“In-Cap”). Mr. Ubben began his investing career at Fidelity Investments where he worked alongside legendary investor Peter Lynch and ran the Fidelity Value Fund. The Value Fund’s assets under management grew more than ten-fold during Ubben’s tenure as portfolio manager. In 2000, after five years at Blum Capital in San Francisco, Mr. Ubben founded ValueAct Capital (“VAC”) and pioneered concentrated, active value investing. During almost 17 years as sole portfolio manager of the VAC flagship fund, assets under management grew from approximately $65 million to more than $15 billion. While portfolio manager at VAC, Mr. Ubben served on more than 15 public company boards and generated net annual returns of 15% (the S&P 500’s annualized return was 5% over the same period). At In-Cap, Mr. Ubben seeks to make long-term equity investments in companies while working actively with managements and boards to responsibly and creatively address environmental and societal problems. Mr. Ubben serves on the boards of Duke University, the World Wildlife Fund, The Nature Conservancy’s NatureVest and the E.O. Wilson Biodiversity Foundation. He has a B.A. from Duke University and an M.B.A. from the Kellogg School of Management at Northwestern University.