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Background to the Investment Manager

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JBS Investments Australia Holding Limited ABN 30 146 553 648 AFS Licence 401869, trading as JBS Investments,  is an Australian based fund manager which specialises in investing in international equities.  Our Investors are primarily based in Australia, New Zealand and Asia.

Further information about JBS Investments may be found on its website: jbsinvestments.com

JBS's investment methodology is applied with the aim of achieving steady returns for investors.  Our regular investor communications provide Investors with in-depth updates on the Fund's portfolio and our investment outlook.

JBS Investments is owned entirely by its staff.  The Firm was founded in 2008 by John Sampson, our Chief Investment Officer and Dr Peter Smith, our Chief Operating Officer. 

Our investments are designed with the aim of preserving and growing our investors’ capital, provide financial security for retirees and other institutional and individual investors, and contribute to overall economic growth. Through our work we seek to create long-term value for our investors, the companies we invest in, and the communities in which we work.

Our speciality is investing in international equities

  • We offer exposure to a global portfolio of stocks.

  • Our Investment Management team are the owners of our business.

  • We outsource custody, settlement, client record keeping and accounting to One Investment Group and its related entities, the Responsible Entity and Registrar of the Fund and Unity Fund Services, the Fund's administrator, where possible. Middle office functions such as portfolio tracking and analysis are retained.

 

Students learn corporate finance at business schools. They are taught that the whole secret is diversification. But the rule is exactly the opposite. The ‘know-nothing’ investor should practice diversification, but it is crazy if you are an expert. The goal of investment is to find situations where it is safe not to diversify.
— Charlie Munger
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Unlocking Value

 

Securing Futures

At SGF, we apply our skill set as a globally focused investment firm to deliver solutions, unlock value and propel growth. The capital we deploy on behalf of our investors fuels the development of businesses as well as seeking to better secure our investors' futures. 

Global Focus

The investments solutions we make reflect insights generated by our exceptionally talented people and on creating an atmosphere that rewards independent thinking, excellence and integrity.