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Munib Islam - Creating Long-Term Value

Value Investing with Legends

CHAPTER

L T S One Is Tt Investment Partnership

L t s is an investment partnership that i created alongside three legendary brazilian business men, slash imvesdors, george paloleman, marcel tellis and carlosicbera. We aim to use the patient capital of my partners and their operation nohow, combined with hopefully my ability to find interesting ideas and allocate capital, to take meaningful stakes and companies on an episodic basis. So we don't think about it in the portfolio, but we take it one by one, and hopefully to quietly help those companies great value. Our hope is to be able to convince management that our involved ment is positive, and hopefully persuade them to make those changes themselves.

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