Hedge Fund - Huber Capital Management

Joe Huber Bio, Returns, AUM, Net Worth

Huber Capital Management is a 100% employee-owned investment advisory firm that offers discretionary investment advisory services to institutional accounts and mutual funds. Established in 2007, the firm unites a seasoned team of investment professionals dedicated to a disciplined, value-based investment process. Their approach integrates fundamental research and behavioral psychology best practices, shaping a unique investment strategy.

Joe Huber serves as the Chief Executive Officer and Chief Investment Officer at Huber Capital Management LLC. Before founding the firm, he held the role of Principal and Director of Research at Hotchkis and Wiley Capital Management, overseeing more than $40 billion in U.S. value asset portfolios. At Hotchkis and Wiley, he developed a research platform combining fundamental research with behavioral psychology, enhancing their investment strategy. Earlier in his career, Mr. Huber was a Portfolio Manager at Merrill Lynch Asset Management and Goldman Sachs Asset Management in New York. He holds a BA in statistics and econometrics from Northwestern University, where he graduated as departmental valedictorian and received the Directors Award for the highest GPA among student-athletes. He earned his MBA from the University of Chicago with concentrations in accounting and finance, and he is Series 3, 7, and 63 qualified, as well as an Associate in the Society of Actuaries (A.S.A.).

Joe Huber serves as the Chief Executive Officer and Chief InvestmeHuber Capital Management is a prominent advisory firm managing discretionary assets totaling $426,144,432, as per their Form ADV dated March 2024, and serving 4 clients. Their most recent 13F filing for Q1 2024 reported $444,266,231 in managed 13F securities, with a top 10 holdings concentration of 40.99%. The firm's largest holding is KBR Inc., with 498,495 shares held.

Joe Huber
Fund Profile
Filing Period:
Fund Name: Huber Capital Management
Manager Joe Huber
Portfolio Value $444,266,229
Change This QTR +1.12%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. KBR 498,495 $31,734,192 -13% 7.14%
2. BP 688,905 $25,957,940 +8% 5.84%
3. SHEL 373,189 $25,018,591 +15% 5.63%
4. LLY 23,037 $17,921,865 +1% 4.03%
5. UPBD 492,195 $17,330,186 +26% 3.9%
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