Mason Morfit: We Can Bring Peripheral Vision to the Boardroom.

In this episode, I talk with Mason Morfit, the CEO and CIO of ValueAct Capital, a San Francisco-based activist fund that manages more than $16 Billion on behalf of some of the world's largest institutional investors. Mason is an experienced activist investor and has served on multiple public company boards, including Microsoft, Valeant, Advanced Medical Optics, C.R. Bard, Immucor, MSD Performance and Solexa. In this podcast we discuss the investment thesis of his firm, transactional vs transformational shareholder activism, the evolution of boardroom governance in the U.S., ESG and sustainability, investing in the UK and Japan, and more. If you like this show, please consider subscribing, leaving a review or sharing this podcast on social media. You can find all the show notes on the website boardroom-governance.com and please feel free to subscribe to the Boardroom Governance Newsletter at evanepstein.substack.com