Huber Capital Management

What Huber Capital Management does

Huber Capital Management, LLC is a privately-held, value-oriented investment management firm headquartered at 999 North Pacific Coast Highway, Suite 600, El Segundo, California. Founded in 2007 by Joseph Huber, the firm manages the Huber Funds family of equity mutual funds spanning four market-cap tiers: Small Cap Value, Mid Cap Value, Large Cap Value, and Select Large Cap Value. The firm also offers a Select SMID Cap Value strategy on its website and maintains separate 'investment management' and 'mutual fund' web properties, indicating both intermediary (SMA) and retail mutual fund distribution channels.

The firm's investment approach is built on a value-investing philosophy emphasizing permanent loss of capital rather than volatility, a consistent process-oriented research framework, and tax-efficient portfolio management. Its core 'technology' is the proprietary, human-driven research process itself rather than any software platform; no AI/ML capabilities, APIs, or integrations are disclosed. The firm is small (1-10 employees) and outsources critical operating functions: Quasar Distributors, LLC acts as principal underwriter/distributor, and U.S. Bancorp Fund Services, LLC serves as fund administrator, transfer agent, and shareholder services provider from Milwaukee, Wisconsin.

Revenue is generated through management fees (expense ratios) charged on the mutual fund AUM, distributed to individual investors and accessed via financial advisors, brokers, and wealth platforms. The firm has no disclosed AUM, no private or public funding, and is owned and controlled by its founder; it has won multiple Lipper Awards for fund performance across 2012, 2013, 2014, 2024, and March 2025, and has received earned media coverage in Financial Advisor Magazine, Financial Times, Fortune, and CNBC.

Name

Huber Capital Management

Legal name

Huber Capital Management, LLC

Website

https://hubercap.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Huber Capital Management is a privately-held, El Segundo-based investment adviser founded in 2007 that manages the Huber Funds family of value-oriented equity mutual funds (Small, Mid, Large, and Select Large Cap Value) for individual investors via financial advisors and Quasar Distributors.

Ownership category

akta.pro rank

Product category

Asset Management / Equity Mutual Funds

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Money Market Funds (FSAAAEAC)

Keywords

• Value equity investing
• Mutual fund management
• Investment advisory services
• Asset management
• Equity portfolio management

Headquarters

HQ city

El Segundo

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Mutual Fund Management: Huber Capital Management generates revenue through management fees charged on the mutual funds it manages. The funds charge expense ratios to shareholders for investment management, administrative services, and distribution. The funds are distributed by Quasar Distributors, LLC.

Distribution channels2 records

Marketing channels3 records

Core offering

Huber Capital Management manages the Huber Funds family of value-oriented equity mutual funds spanning small-cap, mid-cap, large-cap, and select large-cap segments. The firm applies a disciplined value investment philosophy focused on long-term risk-adjusted returns, permanent loss of capital risk measurement, and tax-efficient portfolio management. Funds are distributed through Quasar Distributors, LLC and made available to individual investors, financial advisors, and institutional clients.

Product overview

Huber Capital Management is an investment management firm that offers a suite of four mutual funds spanning different market capitalizations: Large Cap Value Fund, Select Large Cap Value Fund, Mid Cap Value Fund, and Small Cap Value Fund. These funds are structured as institutional and investor share classes and follow a value-oriented investment philosophy focused on long-term risk-adjusted returns and tax-efficient management. The firm emphasizes proprietary research, disciplined processes, and minimizing capital gains distributions.

Differentiator

Problem solved

Functional benefit

Products and services

• Small Cap Value Fund A value strategy mutual fund investing in small-capitalization equities, targeting superior long-term returns with emphasis on permanent capital preservation rather than volatility, structured for individual investors, financial advisors, and institutional clients.
• Mid Cap Value Fund A value-oriented mutual fund targeting mid-cap companies, designed to capture growth potential while managing downside risk and tax implications, available to individual investors and advisor channels.
• Large Cap Value Fund A value-oriented equity mutual fund that invests in large-cap companies, aiming to provide superior risk-adjusted returns over the long term while maintaining tax efficiency for retail and institutional shareholders.
• Select Large Cap Value Fund A Select Large Cap Value strategy that focuses on value investments in large capitalization equities, emphasizing risk-adjusted returns and tax management for shareholders.

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Quasar Distributors, LLCcoreChannel Partner/ Reseller/ DistributorQuasar Distributors, LLC serves as the principal underwriter and distributor for all Huber Funds, handling the distribution and sale of mutual fund shares to investors and financial advisors.
• U.S. Bancorp Fund Services, LLCcoreImplementation/ SI/ Consulting PartnerU.S. Bancorp Fund Services, LLC serves as the fund administrator for Huber Funds, handling transfer agent services, fund accounting, and shareholder services from their Milwaukee, Wisconsin office.

Recent moves6 records

Expansion highlights3 records

Direct peers

• Ariel Investments: Long-tenured, value-oriented mutual fund boutique running small/mid-cap equity strategies. Most directly comparable to Huber on investment philosophy (deep value), product format (mutual funds), and boutique positioning.
• Oakmark Funds (Harris Associates): Long-running deep-value mutual fund family spanning small, mid and large caps. Comparable to Huber on philosophy (value, long-term), product format, and use of Lipper-style performance track records to attract advisor-sold assets.
• Pzena Investment Management: Specialist value equity manager offering mutual fund and institutional vehicles using a classic deep-value process. Closely aligned with Huber's value investing philosophy, focus on permanent capital loss, and multi-cap lineup.
• Westwood Holdings Group: Boutique, value-focused equity manager running mutual funds across large, small and SMID caps. Highly comparable to Huber in product type, philosophy and boutique positioning.
• Tweedy, Browne Company: Boutique deep-value mutual fund manager following a long-standing Graham-and-Dodd value approach. Comparable to Huber on conservative value philosophy, mutual fund product set, and small-firm profile.
• Hotchkis & Wiley Capital Management: Value-focused equity manager running mutual funds across market caps with a fundamentals-driven research process. Directly comparable to Huber in investment style, mutual fund product format, and boutique-firm profile.
• Dimensional Fund Advisors: Large value-tilted, factor-driven mutual fund and ETF manager. Comparable on value orientation and multi-cap product lineup, though at significantly greater scale and broader academic-factor basis.

Broad incumbents

• American Century Investments: Large diversified asset manager offering value, growth and blend mutual funds including small- and mid-cap value strategies directly competing with Huber's funds on advisor and retail platforms.
• T. Rowe Price: Large multi-product asset manager with a long-standing deep-value equity mutual fund franchise. Competes with Huber across many of the same retail and intermediary channels and market-cap segments.
• Vanguard: Largest mutual fund and ETF provider with low-cost value index/active funds that compete head-on with Huber's funds on price and advisor shelf space, anchoring fee pressure across the category.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Huber Capital Management