Mason Morfit

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.