Mason Morfit
Co-CEO of ValueAct Capital and long‑term activist investor focused on working quietly with management teams to drive strategic and operational improvements across public companies.
Best podcasts with Mason Morfit
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116 snips
Sep 29, 2025 • 1h 9min
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
Mason Morfit and Rob Hale, co-CEOs of ValueAct Capital, discuss their unique approach to activism—prioritizing quiet collaboration over public confrontation. They reflect on their 25-year journey and share insights on investing in Japan, including their work with Olympus. The duo delves into the importance of understanding governance, the effects of excess cash on companies, and the delicate balance between investment quality and influence. Listeners will find valuable lessons on strategic engagement and the evolution of corporate culture.
20 snips
Feb 17, 2026 • 59min
Mason Morfit: New Technology is Terrifying, But Incumbents Can Win AI Race
Mason Morfit, Co-CEO and CIO of ValueAct Capital, a long-term activist investor who crafts collaborative turnarounds. He explains ValueAct’s quiet, constructive approach and recounts reshaping Microsoft and nudging Salesforce. He outlines the “digitize, organize, automate” thesis and why organizing data and rights, plus incumbents’ identity and compliance advantages, matter in the AI race.
