HUBER CAPITAL Overview
Huber Capital Management Llc is an investment advisor that manages 3.5 BN dollars in regulatory AUM and has 11 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 03/31/19. The fund's latest filing disclosed 944MM in positions, representing 27% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 03/31/19. The fund's latest filing disclosed 944MM in positions, representing 27% of the manager's regulatory AUM.
HUBER CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HUBER CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| KBR | 8.18% | Industrials | 19.91% | 1.47% | 2 | 4% | ||
| MSFT | 4.06% | Tech | 7.79% | 0.19% | 0 | 46% | ||
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FEATURED IN
HUBER CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Joseph R. Huber | Managing Member, Director, Chief Executive Officer, Chief Investment Officer | February-2007 |
| Gary E. Thomas | Principal And Director, Chief Operating Officer, Chief Compliance Officer | March-2007 |
| Gary D. Steiner | Principal, Portfolio Manager | April-2007 |
HUBER CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HUBER CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
As of December 31, 2014, Huber Capital Management LLC offered the following investment products:
The Large Cap Value product will generally invest in companies whose profiles are similar to those found in the Russell 1000 Value Index, although the portfolio will generally consist of stocks with a market capitalization of $5 billion or above at time of initial purchase.
The Select Large Cap Value product (also known as “Equity Income”) will generally invest in companies whose profiles are similar to those found in the Russell 1000 Value Index, although the portfolio will generally consist of stocks with a market capitalization of $1 billion or above at
time of initial purchase.
5
The Small-Mi d (“S M ID” ) Cap Value p roduct will generally invest in companies whose profiles are similar to those found in the Russell 2500 Va...
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As of December 31, 2014, Huber Capital Management LLC offered the following investment products:
The Large Cap Value product will generally invest in companies whose profiles are similar to those found in the Russell 1000 Value Index, although the portfolio will generally consist of stocks with a market capitalization of $5 billion or above at time of initial purchase.
The Select Large Cap Value product (also known as “Equity Income”) will generally invest in companies whose profiles are similar to those found in the Russell 1000 Value Index, although the portfolio will generally consist of stocks with a market capitalization of $1 billion or above at
time of initial purchase.
5
The Small-Mi d (“S M ID” ) Cap Value p roduct will generally invest in companies whose profiles are similar to those found in the Russell 2500 Va...
Unlock Full Investment Process Description
HUBER CAPITAL Portfolio Concentration
HUBER CAPITAL Location
2321 ROSECRANS AVE., SUITE 3245
EL SEGUNDO, California
UNITED STATES, 90245-4948
EL SEGUNDO, California
UNITED STATES, 90245-4948
HUBER CAPITAL Contact Information
Phone Number: 310-207-8400
Fax Number: 310-818-4800
Website: http://www.hubercap.com
Fax Number: 310-818-4800
Website: http://www.hubercap.com
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