Mason Morfit
Mason Morfit is the CEO and Chief Investment Officer of ValueAct Capital, an activist fund that manages over $16 billion on behalf of some of the world's largest institutional investors. Morfit is a well-known activist investor who has held positions on the boards of numerous public companies including Microsoft. Prior to joining ValueAct Capital at inception, he worked in equity research for Credit Suisse First Boston’s healthcare group where he focused on the managed care industry. He has lectured on issues of corporate governance and executive compensation at Stanford Law School's Director College, the Graduate School of Business at Stanford University, and the Haas School of Business at the University of California, Berkeley.
Mason Morfit Professional Experience / Academic History
Professional Experience
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CEO and Chief Investment Officer
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President and Chief Investment Officer
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Board of Directors
Academic History
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B.A., Political Economy
CURRENT AFFILIATIONS
Director, Salesforce
Board of Directors, Tipping Point Community
Advisory Council, Princeton University's School of Public and International Affairs
VALUEACT CAPITAL
Since joining ValueAct in 2001, Morfit has held several roles within the firm and worked with various tech companies.
He has led ValueAct’s investments since 2020 when Founder Jeff Ubben stepped back from the firm.
He played an important role in ValueAct's nearly decade long investment in Valeant that has produced $3.6 billion in profits, an internal rate of return of more than 40%.
He was the first of four ValueAct partners who have served on Valeant's board, helping to recruit Mike Pearson to the CEO position and designing Pearson's compensation plan.
PERSONAL LIFE & CAREER
Morfit quickly earned a name for himself as a “shareholder that companies which are going through change want to have on their share register”.
He has earned a reputation as a constructive investor willing to work with management to improve companies.
He is a former director of Advanced Medical Optics, Inc.; C.R. Bard, Inc.; Immucor, Inc.; Microsoft Corporation; MSD Performance, Inc.; Solexa, Inc.; and Valeant Pharmaceuticals International.
He is married to Jordana Brewster, known for her role in the "Fast and Furious" franchise.
MEDIA & PUBLICATIONS
Morfit has been featured in Bloomberg, CNBC, Forbes, Fortune, Bloomberg, Financial Times, Barron's, Business Insider, The Wall Street Journal, and Yahoo! Finance.
He has also been featured or quoted in Institutional Investor and TechCrunch.