“ValueAct was deeply involved and very instrumental in helping AES transition from a traditional, predominantly fossil fuel based, generation company to one of the leaders in the transformation of the electric sector. Today AES is recognized as an innovator in battery based energy storage, cloud based digital efficiency services and one of the largest renewable developers in the world.”

Andres Gluski, CEO

Andres Gluski, CEO
AES Corporation

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Investment Strategy

Active Engagement

We encourage companies to be leaders, invest more, reduce time horizons, and solve global environmental and societal problems. We work to create step-function changes in corporate behavior. We look for investments in companies whose businesses are essential to their customers.

Solutions

We focus on ecosystem economics that solve global environmental and societal problems. We endeavor to find simple solutions through science and technology as well as ecologically and societally healthy incentives.

Sustainability Deserves a Premium.

We seek to prove that high returns accrue to businesses that use sustainable business models to address environmental and societal problems and create shareholder value over the long term.

Companies

  • AES Corp.
  • AppHarvest Inc.
  • Arcadia Power, Inc.
  • Darling Ingredients Inc.
  • Enviva Partners, LP
  • FlexFuel Energy Development
  • Hawaiian Electric Industries, Inc.
  • Horizon Discovery Group plc
  • IC Workplace Alpha Fund LP
  • Lindblad Expeditions Holdings, Inc.
  • LumiGrow, Inc.
  • Nikola Corp.
  • Strategic Education, Inc.
  • Unifi, Inc.
  • Verra Mobility Corp.

As of March 31, 2020 the current and former portfolio companies shown on this page reflect those investments made by ValueAct Spring Fund since its inception (i) for which the Fund had a designee or nominee on the board of the portfolio company; (ii) for which the Fund filed a Schedule 13D or 13G or made a similar non-U.S. filing or other notification with respect to the investment; and/or (iii) is determined to be core by the Spring Fund portfolio manager(s) based on such factors such as relative size of the investment as a percentage of the fund (generally 4-20% of the portfolio). It should not be assumed that any or all of these investments were or will be profitable. The companies shown on this page do not represent all of the investments purchased or sold by ValueAct Spring Fund.