Jake Welch

Jake Welch is a Partner at ValueAct Capital, a San Francisco-based investment firm known for its concentrated, long-term investments in public companies. As a key member of the firm since 2009, he sits on the firm’s Management Committee and plays a central role in evaluating and executing investment strategies, as well as engaging with portfolio company boards and management teams.

Welch’s specific focus includes investments in sectors such as automotive, building products, and manufacturing, as evidenced by his board roles at LKQ Corporation, a global auto parts provider, and previous directorship at Armstrong Flooring. At ValueAct, he has participated in several large public-to-private transactions, particularly in healthcare and technology sectors, during his time as an analyst at The Blackstone Group before joining the firm.

Welch graduated cum laude from Harvard College with a B.A. and is a CFA charterholder. His expertise lies in deep fundamental research, corporate strategy, and constructive shareholder engagement, establishing him as a leading figure in activist and value-oriented public equities investing.