For ValueAct, Quiet Discipline Means Big Returns

The value-oriented activist headed by Mason Morfit has been able to keep up with the growth-driven market.

Stephen Taub January 21, 2022

Mason Morfit

(LinkedIn photo)

ValueAct Capital Master Fund posted a 26 percent gain in 2021, according to the firm’s fourth-quarter letter obtained by Institutional Investor.The fund has also compounded at nearly 23 percent per year over the past three years, according to the letter. This is especially impressive for

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