Huber Mid Cap Value Fund Investor Class (HUMDX)

Overview

This fund focuses on investing primarily in mid-sized capitalization U.S. companies considered to be undervalued by the Adviser. Specifically, the fund aims to allocate at least 80% of its net assets, alongside any borrowings for investment purposes, into the common stocks of these companies. The Adviser defines mid cap companies as those whose market capitalization falls within the range of the Bloomberg US 2500 Value Index. Through this strategy, the fund seeks to tap into the potential of undervalued companies for growth and returns, adhering to a philosophy that targets investments in entities believed to be undervalued by the market.

Products and Services

• Investment in Mid-Sized Capitalization U.S. Companies

  The fund's primary service revolves around investing at least 80% of its net assets into common stocks of mid cap U.S. companies deemed to be undervalued. This service aligns with investors looking to capitalize on the growth potential of mid cap companies considered to be trading below their intrinsic value. By focusing on this segment of the market, the fund positions itself to potentially benefit from any market corrections that adjust the stock prices of these companies to more accurately reflect their actual value.

• Alignment with the Bloomberg US 2500 Value Index Market Cap Range

  By defining mid cap companies according to the market capitalization range of the Bloomberg US 2500 Value Index, the fund ensures a clear benchmark for its investment criteria. This approach provides a structured methodology for selecting potential investments, basing decisions on an established index renowned for its comprehensive evaluation of undervalued companies within a specified market cap range. This serves the dual purpose of guiding the fund's investment strategy and offering investors transparency in how potential investments are selected.