Our accounts are a value-oriented, equity-based hedge account that employs a concentrated investment approach. We seek to identify high-conviction opportunities in publicly traded companies that are trading at significant discounts to their intrinsic value. By maintaining a focused portfolio of carefully researched positions, we aim to achieve superior long-term, risk-adjusted returns.
Our investment philosophy is grounded in fundamental analysis, disciplined capital allocation, and a long-term investment horizon. We target businesses with durable competitive advantages, strong balance sheets, and capable management teams, and we are willing to take a contrarian view when market prices diverge from underlying value.
The accounts typically hold a limited number of positions to ensure each investment can meaningfully contribute to overall performance. This concentration allows for deep understanding of each holding and reflects our confidence in the underlying theses. Risk is managed through rigorous due diligence, ongoing monitoring, and an emphasis on margin of safety rather than excessive diversification.
These accounts are for accredited investors only: An "accredited investor" is a term defined by the Securities and Exchange Commission (SEC) to identify individuals or entities qualified to invest in private securities offerings. These investors are deemed to have the financial sophistication and resources to understand and bear the risks associated with these less regulated investments.
Earned Income: Exceeding $200,000 (or $300,000 jointly with a spouse) for the past two years and reasonably expects the same for the current year.
Net Worth: A net worth of $1 million or more, excluding the value of their primary residence, either individually or jointly with a spouse
Separately Managed Accounts
Fees:
Annual Management Fee: 0%
Performance Fee: 25% of returns earned above a 5% hurdle rate.
1. JH Kaufman was incorporated in October 2017 and placed its first independent client investments in January 2018. We did not offer a model portfolio strategies until January 2018 and has not offered the 3point0 Hedge Fund to any outside clients until January 2023. Prior to January 2018, We did not manage client assets using any portfolio strategies.
2. As with any investment strategy, there is potential for profit as well as the possibility of loss. JH Kaufman does not guarantee any minimum level of investment performance or the success of any portfolio strategy or investment strategy. All investments involve risk (the amount of which may vary significantly) and will not always be profitable.
3. These accounts involve a high degree of risk. An investor could lose all or a substantial portion of his/her investment. Investors must have the financial ability, sophistication, experience and willingness to bear the risks of an investment in a Hedge Fund.
4. A review of all documentation and disclosures is an integral part of and should be read before an investment is made. An investment in these types of accounts are not suitable or desirable for all investors. Only Qualified Eligible Investors may invest in this type of account. SMA’s fees and expenses, which differ from traditional investments, may be substantial, and may offset returns or a significant portion regardless of any positive return.
5. DISCLAIMER: THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION PROVIDED HEREIN OR ON THE MATERIAL PROVIDED. This document does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation or an offer to sell securities or investment advisory services, except, where applicable, in states or countries where we are registered or where and exemption or exclusion from such registration exists. Any statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. All investments involve risk, including foreign currency exchange rates, political risks, different methods of accounting and financial reporting, and foreign taxes.
6. Past performance does not guarantee future results.
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Maxg2 is a dba for JH Kaufman llc an IL and CA State Registered Investment Advisor. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the Firm for further information.
OFFICE ADDRESS
JH Kaufman LLC
401 N Michigan Ave, Suite 1200
Chicago IL 60611
ABOUT JH KAUFMAN
Founded in 2017, we are a premier advisory firm that
redefines and elevates the financial services experience for the
benefit our clients, not ourselves.