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Alex Baum

Alex Baum

Partner at Valueact Holdings, L.P.

San Francisco, CA , United States

About

Alex Baum is a Partner at ValueAct Capital, a prominent San Francisco-based investment firm known for its concentrated, long-term positions in public companies and its active approach to governance. He joined ValueAct Capital in December 2012 and is a key member of the firm's investment team, involved in identifying, researching, and stewarding investments across diverse sectors. Baum also serves as a board member at Insight Enterprises, reflecting his influence and engagement at both the firm and portfolio company levels.

Baum’s investment focus at ValueAct Capital is broad, with active involvement in technology, business services, and information solutions sectors, as evidenced by his board roles and the firm’s portfolio interests. He has played an essential role as a director or stakeholder in multiple public companies, including Seitel, Inc. and Insight Enterprises, where ValueAct is one of the largest shareholders.

Before joining ValueAct Capital, Baum earned a Bachelor of Arts in Physics from Pomona College, equipping him with strong analytical skills relevant to his investment responsibilities. He holds the Chartered Financial Analyst (CFA) designation, reinforcing his expertise in investment analysis and governance. Baum is recognized for his thought leadership in areas such as executive compensation and performance-linked governance frameworks, contributing to both academic and industry discussions on corporate governance and shareholder value.

Career History

OrganizationRoleDate RangeDetails
ValueAct CapitalPartnerAug 2012 to Present
InsightBoard MemberFeb 2022 to Present

Education

Pomona College

Bachelor of Arts (B.A.), Physics

2004 2010

Skills & Expertise

Science
Research
Statistics
Qualitative Research
Data Analysis

Others at Valueact Holdings, L.P. (6)

NameRoleLocation
Bloor Redding
Bloor Redding
PartnerCA , United States
T
Todd Bourell
PartnerWestwood, MA , United States
Ayaka Misonou
Ayaka Misonou
AssociateUnited States
Drew Stroud
Drew Stroud
PartnerSan Francisco, CA , United States
Jake Welch
Jake Welch
PartnerUnited States
J
Jason Anderson
Investment ProfessionalSan Francisco, CA , United States

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