JB Capital Partners serves as an investment advisor to a private investment fund, seeking long-term capital growth by applying fundamental analysis to publicly traded securities. JB Capital identifies companies with stable or growing cash flow, unique products, and superior management. JB Capital has the authority to make investment decisions without consulting the fund's investors.
Fee Structure
JB Capital Partners does not receive management fees from the fund. Instead, JB Capital receives a performance-based allocation equal to 20% of the net profits allocated to each investor for the year, but only to the extent that the net income exceeds any cumulative losses that were allocated to that investor for earlier periods and that have not been recovered. This allocation is typically made at the end of each calendar year.