SUCCESS STORIES
JBS Investments’ investment philosophy is centered on long term investments in world-class businesses. These investments encompass a broad range of leading businesses across a range of industries and geographies. Previous holdings include the following companies:
Success stories in focus
JBS Investments’ approach can best be understood by examining our past investments.
Finding value amid the gulf of Mexico oil spill
Company: TGS Nopec Geophysical
Investment thesis: Disaster was short term problem but had no long term adverse impact
Looking past the headlines to purchase a toll road monopoly for near nothing
Company: Atlas Arteria
Investment thesis: Significant undervaluation of “bad child” spin off company
The ultimate deep value bargain
Company: Pandora jewellery
Investment thesis: investors’ short term focus overlooked future growth prospects
A long-term business champion in a short term world
Company: Spirit Aerosystems
Investment thesis: investors overlook long term earnings power from maintenance earnings
The good bad and the ugly
Company: kenon holdings
Investment thesis: Complexity allows for the bargain purchase of a global power champion