Drew Stroud

Drew Stroud is a Partner at ValueAct Capital in San Francisco, overseeing investments with a long-term, value-oriented philosophy. In this role, he leverages his significant expertise to guide strategic engagements with portfolio companies, focusing on identifying high-quality businesses with the potential for operational improvements and sustained shareholder value.

Stroud's background includes experience as an Investment Professional at Elliott Management Corporation and as Vice President at Morgan Stanley prior to joining ValueAct Capital. At ValueAct, he is engaged in multi-sector public equities, particularly targeting sectors such as financial services, technology, and industrials—areas in which the firm has reported notable investment activity and engagement with leadership teams.

He holds a degree from Columbia Business School and another from Duke University, reflecting a strong analytical and academic foundation. Stroud is recognized for his expertise in corporate governance, activist investing, and constructive engagement with management teams to drive enterprise value in public companies.