Huber Capital Management, LLC is pleased to announce the commencement of the Huber Funds. The Huber Funds commenced operations on June 29, 2007 with the introduction of two institutional share class mutual funds, the Huber Capital Equity Income Fund and Huber Capital Small Cap Value Fund. We thank you for your interest.
The Huber Capital Equity Income Fund (symbol HULIX) is a mutual fund that seeks long-term total investment return through a combination of current income and capital appreciation. The Fund normally invests at least 80% of its net assets in large capitalization U.S. companies whose stocks are considered by the Huber Capital Management, LLC (the “Adviser”) to be undervalued.
The Huber Capital Small Cap Value Fund (symbol HUSIX) is a mutual fund that seeks long-term total investment return through capital appreciation. The Fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of small capitalization U.S. companies whose stocks are considered by the Adviser to be undervalued.
The Huber Funds were created to bring our investment philosophy and process to the marketplace.
Should you have any questions or require further information about our Funds, our Shareholder Services Group may be contacted by calling our toll-free number at 888-HUBERCM (888-482-3726).
Thank you for your support and for entrusting us with your investment dollars. We will work hard to earn that trust and look forward to meeting your investment needs for years to come.
The Huber Capital Management Team
ABOUT HUBER CAPITAL MANAGEMENT, LLC
Founded in 2007, Huber Capital Management, LLC, adviser to the Huber Funds, brings together an experienced group of investment professionals committed to a disciplined, value-based investment process which utilizes what we believe are the best practices of both fundamental research and behavioral psychology to create a distinctive investment approach. Our culture is team-oriented and learning-based, while our organization encourages individual initiative within a process-oriented research framework. Our decisions are guided by a core set of beliefs: That value is a timeless rather than timely investment style, that risk is best measured by permanent loss of capital not volatility, and that consistently superior returns come from a superior process applied consistently. Our paramount goal is to provide clients with superior risk-adjusted returns over the long-term while maintaining the highest levels of customer service.
Our employees are guided by the following Huber Capital Management core values:
1) Clients come first. Think of them and you will always succeed.
2) The best investing styles are timeless, not timely.
3) Fight complacency. Your past successes are in the past.
4) Remember that you have the onus of investing for the well- being of others.
5) Treat others as you would like to be treated.
6) Work hard. Your competitors are trying to catch up.
7) Admit mistakes. Learn from them and don’t repeat them.
8) Be innovative, creative, and flexible.
9) Act with honesty and integrity. Be straightforward always.
10) Bigger is not necessarily better.
Mutual fund investing involves risk. Principal loss is possible. The funds may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. Investments in smaller companies involve additional risks such as limited liquidity and greater volatility.
The Huber Funds are distributed by Quasar Distributors, LLC