In late 2020, Mr. Munib Islam transitioned from Third Point to become the managing partner of LTS One Capital Management LP ("LTS One"), launched in 2021 as the family investment vehicle for the founders of private equity firm 3G Capital Partners LP. LTS One is characterized as a non-activist investment firm focused on investing in companies and engaging with them discreetly.
Munib Islam is the Managing Partner at LTS One Management, bringing a wealth of experience from his tenure as a Partner at Third Point and as a Managing Director at Highbridge Capital Management. Previously, he held roles as an Associate at Oak Hill Capital and Lazard, contributing to his extensive background in finance and investment management. Munib earned his Bachelor's degree in Economics from Dartmouth College and went on to complete his MBA at Stanford Graduate School of Business, further solidifying his expertise in the field.
LTS One Management is a hedge fund managing discretionary assets totaling $693,048,334, as reported in their Form ADV dated March 2024, serving four clients. Their most recent 13F filing for Q1 2024 disclosed $435,424,123 in managed 13F securities, with a top 10 holdings concentration of 77.71%. The fund's largest holding is 1,167,500 shares of International Flavors and Fragrances, Inc.
