Jeffrey Ubben of ValueAct Capital on CNBC

Jeffrey Ubben the head of ValueAct Capital was on CNBC yesterday being interviewed about his presence at the 4th Annual Active-Passive Investor Summit. At the conference he disclosed that his firm had taken a $2B stake in Miscrosoft (NASDAQ: MSFT).  In the video Jeffrey walks through his firms strategy of how they are long-term activists effectively partnering with their companies to create value over the long-term.  He talks through his brief thesis on Motorola Solutions (NYSE: MSI) and how he thinks there is a 5-year opportunity to compound at 20%. 




Additionally, here is when CNBC breaks ValueAct's $2B position: