Huber Select Large Cap Value Fund Institutional Class (HULEX)

Overview

The fund operates within the financial sector, focusing predominantly on investments in large capitalization U.S. companies. These companies are specifically selected for being undervalued according to the fund's adviser, implying a potential for growth and profitability that has not yet been fully recognized by the market. Investment decisions are primarily driven by the conviction that these larger companies offer stable yet promising opportunities for returns, facilitated by their established market presence and operational scale. The fund commits at least 80% of its net assets, along with any borrowings for investment purposes, to this segment of the stock market, substantiating its specialized approach towards large cap equity investments.

Products and Services

• Diversified Portfolio of Common Stocks

Emphasizes a diversified approach to investing in common stocks of large U.S. companies, believed to be undervalued. Diversification is a core strategy aimed at minimizing risk while seeking to capitalize on the potential for appreciation in stock value across different sectors within the large cap arena.

• Large Cap Equity Investments

Focused on equity investments in large cap U.S. companies, defined as those with market capitalizations typically within the range of the Bloomberg U.S. 1000® Value Index. This preference for large cap investments stems from a belief in their undervalued status combined with potential for sustainable growth. The fund generally targets companies with a market capitalization of $1 billion or more at the time of initial purchase, reflecting a bias towards more substantial, established companies with a track record of performance.