![Kelly J. Barlow](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Kelly J. Barlow
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Profile
Mr. Kelly J.
Barlow, CFA, is a Partner at ValueAct Capital Management LP.
He is on the Board of Directors at LumiGrow, Inc. He is on the Board of Directors at LumiGrow, Inc. and Alliance Data Systems Corp.
He is a former director of Adobe Systems, Inc., Allscripts-Misys Healthcare Solutions, Inc., KAR Auction Services, Inc. and Sirva, Inc. Prior to joining ValueAct Capital in August 2003, he worked at EGM Capital where he served primarily as portfolio manager of the firm’s flagship long/short equity fund for more than six years.
Prior to EGM, he worked at Wells Capital Management, a wholly owned subsidiary of Wells Fargo Bank.
He has a B.S.
with Honors from California State University, Chico and is a CFA charter holder.
Former positions of Kelly J. Barlow
| Companies | Position | End |
|---|---|---|
ValueAct Capital Management LP
 ValueAct Capital Management LP Investment ManagersFinance ValueAct Capital employs long-term, concentrated, active value investing in a select number of companies. They regularly hold positions for 3-5 years. The firm utilizes financial instruments both for investment purposes and to seek to hedge against fluctuations in the value of the private funds’ portfolios as a result of changes in currency exchange rates, market interest rates, and equity prices. ValueAct Capital is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors. | Portfolio Manager-Equities | 2020-05-31 |
| BREAD FINANCIAL HOLDINGS, INC. | Director/Board Member | 2019-10-23 |
| ADOBE INC. | Director/Board Member | 2016-04-12 |
| OPENLANE, INC. | Director/Board Member | 2013-08-31 |
Allscripts-Misys Healthcare Solutions, Inc.
 Allscripts-Misys Healthcare Solutions, Inc. Packaged SoftwareTechnology Services Provides clinical software and information solutions | Director/Board Member | 2012-10-09 |
Training of Kelly J. Barlow
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
73
1st degree connections
11
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 11 |
|---|---|
Adobe, Inc.
 Adobe, Inc. Packaged SoftwareTechnology Services Develops digital media software | Technology Services |
Falcon Point Capital LLC
 Falcon Point Capital LLC Investment ManagersFinance Falcon Point focuses on small-cap growth companies and seeks to provide alpha to their clients over the long-term through a disciplined bottom-up research methodology. The firm's primary equity strategies include Smaller-Cap Opportunities Strategy, SMID-Cap Strategy, Long/Short Strategy, and The High Yield Strategy. | Finance |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Finance |
Bread Financial Holdings, Inc.
 Bread Financial Holdings, Inc. Finance/Rental/LeasingFinance Operates as a holding company which through its subsidiaries provides payment processing, credit card and lending services | Finance |
ValueAct Capital Management LP
ValueAct Capital Management LP Investment ManagersFinance ValueAct Capital employs long-term, concentrated, active value investing in a select number of companies. They regularly hold positions for 3-5 years. The firm utilizes financial instruments both for investment purposes and to seek to hedge against fluctuations in the value of the private funds’ portfolios as a result of changes in currency exchange rates, market interest rates, and equity prices. ValueAct Capital is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors. | Finance |
SIRVA, Inc.
 SIRVA, Inc. TruckingTransportation Provides moving and relocation services | Transportation |
California State University-Chico
 California State University-Chico Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
OPENLANE, Inc.
 OPENLANE, Inc. Packaged SoftwareTechnology Services Provides a digital marketplace for consumers to sell and source used vehicles and inventory | Technology Services |
Allscripts-Misys Healthcare Solutions, Inc.
Allscripts-Misys Healthcare Solutions, Inc. Packaged SoftwareTechnology Services Provides clinical software and information solutions | Technology Services |
Veradigm, Inc.
 Veradigm, Inc. Packaged SoftwareTechnology Services Develops patient engagement software for healthcare organizations | Technology Services |
LumiGrow, Inc.
 LumiGrow, Inc. Electrical ProductsProducer Manufacturing Manufactures ornamental lighting fixtures | Producer Manufacturing |
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