Forbes – When Jeffrey Ubben’s ValueAct Capital Management disclosed its $2 billion position in Microsoft in April, it seemed like the activist hedge fund could be in over its head in trying to shake things up and bring change to the long-languishing Microsoft.
Ubben was betting a big chunk of his hedge fund’s $12 billion under management, but it was a tiny stake in the software giant amounting to 0.8% of the company’s shares.
