NOTE: AT THE CURRENT TIME, WE ARE NOT ACCEPTING ANY NEW CAPITAL.
Investing in the market can be a scary notion. The sheer amount of information available to investors is staggering. Much of the information that comes from pundits can be fallacious and could cause a credulous investor to buy at the least opportune time. The platitude, buy low and sell high is one of the fundamental principles of investing, but one that is difficult to follow. Going with the hype and following the herd is easy and feels safe. However, the best investors follow the contrarian method and invest in securities when the outlook is bleakest and they can get a significant discount. Investors such as John Templeton, Warren Buffet, Peter Lynch, and George Soros have all made a name for themselves by following this doctrine.
At JBH Capital, we look at the market through these contrarian lenses. JBH Capital has had great success since its inception. Last year, we enjoyed a tremendous return of 89.19%. For the past 3 years we have averaged 87% returns while maintaining a high sharpe ratio of 2.37. We do not want our readers to simply take all of our advice and trade predictions at face value. An investor that will benefit the most from our information is one that considers our points of view as well as dissenting information before making trading decisions. By considering as many perspectives as possible an astute investor can obtain the most objective result. Enjoy our unique perspectives and we hope to increase the number of prudent investors in the market place.
Our best trades over the last 3 years:
1. Facebook (FB): Cost basis- $21.79. Decided to invest right after the lockup period for early investors when the market was flooded with shares.
2. Bank of America (BAC): Cost basis- $5.30. Invested during the financial crisis when it was trading at just 20% of tangible book value.
3. Citigroup (C): Cost basis- $29.20. Used the same analysis as the BAC trade and invested when it was trading at 30% of tangible book value.
4. New Castle Investment Corporation (NCT): Cost basis- $4.07, Sold at $11.46. Took a stake when the real estate market was in turmoil and it traded at an extreme discount to historical averages.
Investing in the market can be a scary notion. The sheer amount of information available to investors is staggering. Much of the information that comes from pundits can be fallacious and could cause a credulous investor to buy at the least opportune time. The platitude, buy low and sell high is one of the fundamental principles of investing, but one that is difficult to follow. Going with the hype and following the herd is easy and feels safe. However, the best investors follow the contrarian method and invest in securities when the outlook is bleakest and they can get a significant discount. Investors such as John Templeton, Warren Buffet, Peter Lynch, and George Soros have all made a name for themselves by following this doctrine.
At JBH Capital, we look at the market through these contrarian lenses. JBH Capital has had great success since its inception. Last year, we enjoyed a tremendous return of 89.19%. For the past 3 years we have averaged 87% returns while maintaining a high sharpe ratio of 2.37. We do not want our readers to simply take all of our advice and trade predictions at face value. An investor that will benefit the most from our information is one that considers our points of view as well as dissenting information before making trading decisions. By considering as many perspectives as possible an astute investor can obtain the most objective result. Enjoy our unique perspectives and we hope to increase the number of prudent investors in the market place.
Our best trades over the last 3 years:
1. Facebook (FB): Cost basis- $21.79. Decided to invest right after the lockup period for early investors when the market was flooded with shares.
2. Bank of America (BAC): Cost basis- $5.30. Invested during the financial crisis when it was trading at just 20% of tangible book value.
3. Citigroup (C): Cost basis- $29.20. Used the same analysis as the BAC trade and invested when it was trading at 30% of tangible book value.
4. New Castle Investment Corporation (NCT): Cost basis- $4.07, Sold at $11.46. Took a stake when the real estate market was in turmoil and it traded at an extreme discount to historical averages.