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:
![](https://assets-global.website-files.com/5f76f9fe0b0d00a092f248b0/5f76f9fe0b0d001399f24902_logo-altice.png)
![](https://assets-global.website-files.com/5f76f9fe0b0d00a092f248b0/5f76f9fe0b0d003543f248fe_logo-olympus.png)
![](https://assets-global.website-files.com/5f76f9fe0b0d00a092f248b0/5f76f9fe0b0d003ddcf24904_logo-pandora.png)
![](https://assets-global.website-files.com/5f76f9fe0b0d00a092f248b0/5f76f9fe0b0d002461f24915_logo-ypf.png)
![](https://assets-global.website-files.com/5f76f9fe0b0d00a092f248b0/5f76f9fe0b0d0001b6f248fd_logo-kenon.png)
![](https://assets-global.website-files.com/5f76f9fe0b0d00a092f248b0/5f76f9fe0b0d0052def24903_logo-orora.png)
![](https://assets-global.website-files.com/5f76f9fe0b0d00a092f248b0/5f76f9fe0b0d0060dff248fc_logo-crown-holdings.png)
![](https://assets-global.website-files.com/5f76f9fe0b0d00a092f248b0/5f76f9fe0b0d002423f24905_logo-sea.png)
![](https://assets-global.website-files.com/5f76f9fe0b0d00a092f248b0/5f76f9fe0b0d00627df248fb_logo-bbx-capital.png)
![](https://assets-global.website-files.com/5f76f9fe0b0d00a092f248b0/5f76f9fe0b0d0020cef24916_sandstorm-gold-royalties.png)
![](https://assets-global.website-files.com/5f76f9fe0b0d00a092f248b0/5f76f9fe0b0d00bb79f24909_logo-unknown-1.png)
![](https://assets-global.website-files.com/5f76f9fe0b0d00a092f248b0/5f76f9fe0b0d008374f2490a_logo-tgs-nopec.png)
![](https://assets-global.website-files.com/5f76f9fe0b0d00a092f248b0/5f76f9fe0b0d000192f2490b_logo-unknown-2-korea-ratings.png)
![](https://assets-global.website-files.com/5f76f9fe0b0d00a092f248b0/5f76f9fe0b0d00d118f2490f_logo-unknown-3-motors-liquidation.png)
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