Inclusive Capital Partners, L.P., founded in 2020 and based in San Francisco, is an employee-owned hedge fund sponsor. It provides portfolio management for pooled investment vehicles and institutional clients. The firm invests in forward contracts, stock index futures, options, swaps, caps, and floors, leveraging both in-house and external research. It also operates as a commodity pool operator and trading advisor.
Jeffrey W. Ubben
Jeffrey W. Ubben is the Founder, Managing Partner, and Portfolio Manager of Inclusive Capital Partners. Previously, he founded ValueAct Capital, serving as CEO, CIO, and Portfolio Manager, and was a Managing Partner at Blum Capital Partners. Mr. Ubben is a director of Enviva Inc., Exxon Mobil Corporation, and Fertiglobe plc and has held board roles at The AES Corporation, Nikola Corporation, and others. He also serves on the boards of Duke University, the World Wildlife Fund, The Redford Center, and the E.O. Wilson Biodiversity Foundation. He holds a B.A. from Duke University and an M.B.A. from the Kellogg School of Management.
Letters & Presentations
Active 13D Positions
Stock | Company name | Sector | % of Portfolio | Link |
ONTF | ON24 Inc | Information Technology | 11.1% |
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