Huber Capital Management LLC

Huber Capital Management LLC
Last update 2024-05-15 98 Stocks (3 new)
Value $444.00 Mil Turnover 12 %
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Huber Capital Management LLC Profile

Huber Capital Management LLC is an investment management firm based out of El Segundo, California. The company was established in 2007 by Joseph R. Huber, who is still with the company today acting as its CEO and CIO. Huber Capital Management has grown from its inception to now operate with 11 employees. The company holds over $3.5 billion in total assets under management spread across 56 accounts, all of which are discretionary. Both of Huber Capital Management’s total number of accounts and total assets under management have been growing in recent years with its total assets increasing significantly from under $50 million in 2010 to its current amount and its total number of accounts growing from 3 in 2010 to its current amount today. Huber Capital Management invests most heavily in the finance sector, which alone makes up over a quarter of its total asset allocations, and also invests, in the industrials, materials, information technology, health care, consumer discretionary, energy, utilities and telecommunications, and transports sectors, among others to a lesser degree, in order of decreasing allocation. The company’s top 10 holdings together make up just over a third of its total holdings and Huber Capital Management has a relatively low turnover rate of approximately 3.9%. Huber Capital Management utilizes a fundamental investment methodology with a bottom up stock picking approach, conducting its research internally and focusing on the value stocks of small to large cap companies within the public equity markets of the United States. Huber Capital Management currently provides its services to a variety of clients including pension and profit sharing plans, which along makes up almost half of its entire clientele, state or municipal government entities, high net worth individuals, banking institutions, charities, investment companies, pooled investment vehicles, and corporations, among others, in order of decreasing clientele.
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