Huber Select Large Cap Value Fund Institutional Class
HULEX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- Joseph R. Huber
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Milwaukee, WI 53201-0701 Columbia MD United States of America 21045
- IPO Date
- Oct 25, 2011
- CIK
- 0001027596
- Website
- hussmanfunds.com
- Similar Companies
- Business
- Huber Capital Management LLC (HCM) is an independent investment management firm that provides advisory services to a suite of value-oriented mutual funds, including the Huber Select Large Cap Value Fund (ticker: HULEX), Huber Capital Equity Income Fund, Huber Capital Mid Cap Value Fund, and Huber Capital Small Cap Value Fund; each fund offers Institutional and Investor share classes with objectives focused on current income, capital appreciation, and superior risk-adjusted returns through disciplined, bottom-up fundamental research and behavioral psychology-driven processes targeting undervalued U.S. equities. The firm employs a team-centric approach emphasizing large capitalization value stocks for HULEX (normally at least 80% of net assets in companies within the Bloomberg US 1000 Value Index range, with high dividend yields or unrecognized growth potential), alongside mid- and small-cap value strategies and equity income generation; it serves institutional and individual investors primarily in the United States market, with portfolios diversified across sectors such as financial services, technology, industrials, consumer defensive, and energy. Founded in 2007 and headquartered in El Segundo, California, HCM manages approximately $419 million in assets for HULEX's Institutional Class as of late 2025, with a minimum initial investment of $1 million for institutional shares and ongoing operations registered with the U.S. Securities and Exchange Commission. In a significant recent development, on December 1, 2025, the Huber Select Large Cap Value Fund announced its acquisition of the assets of the Coho Relative Value Fund (ticker: COHO), enhancing operational efficiencies, asset scale, and investor access within HCM's established value framework while welcoming Coho's shareholders and management as ongoing stakeholders.