Huber Capital Competition

HULEX Fund

USD 35.80 0.06 0.17%

Huber Capital Equity competes with Segall Bryant, Balanced Fund, American Beacon, T Rowe, and Dynamic Growth; as well as few others. The fund is listed under Large Value category and is part of Huber Funds family. Analyzing Huber Capital competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Huber Capital to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Huber Capital Correlation with its peers.

Huber Capital vs William Blair Correlation

Poor diversification

The correlation between Huber Capital Equity and WESJX is 0.61 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Huber Capital Equity and WESJX in the same portfolio, assuming nothing else is changed.

Moving together with Huber Mutual Fund

0.99	HUDEX	Huber Capital Diversified	Pair Corr
0.99	HUDIX	Huber Capital Diversified	Pair Corr
1.0	HULIX	Huber Capital Equity	Pair Corr
0.96	HUMDX	Huber Capital Mid	Pair Corr

Moving against Huber Mutual Fund

0.5

AMRMX

American Mutual

Pair Corr

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Huber Capital's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
35.12	35.80	36.48

Details

Intrinsic

Valuation

Low	Real	High
34.87	35.55	36.23

Details

Naive

Forecast

Low	Next	High
34.97	35.65	36.33

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
35.22	35.83	36.43

Details

Huber Capital Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Huber Capital and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Huber and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Huber Capital Equity does not affect the price movement of the other competitor.

	SBRVX	FLDFX	SPWYX	HLEMX	PRCNX	FLDGX	BACPX	WESNX	BESIX	WESJX
SBRVX		0.93	0.75	0.12	0.88	0.94	0.78	0.79	0.59	0.6	SBRVX
FLDFX	0.93		0.8	0.05	0.95	0.99	0.88	0.9	0.71	0.72	FLDFX
SPWYX	0.75	0.8		-0.04	0.72	0.75	0.85	0.76	0.72	0.72	SPWYX
HLEMX	0.12	0.05	-0.04		-0.04	0.06	-0.04	-0.14	-0.13	-0.13	HLEMX
PRCNX	0.88	0.95	0.72	-0.04		0.95	0.82	0.92	0.67	0.67	PRCNX
FLDGX	0.94	0.99	0.75	0.06	0.95		0.83	0.88	0.65	0.65	FLDGX
BACPX	0.78	0.88	0.85	-0.04	0.82	0.83		0.89	0.87	0.87	BACPX
WESNX	0.79	0.9	0.76	-0.14	0.92	0.88	0.89		0.86	0.86	WESNX
BESIX	0.59	0.71	0.72	-0.13	0.67	0.65	0.87	0.86		1.0	BESIX
WESJX	0.6	0.72	0.72	-0.13	0.67	0.65	0.87	0.86	1.0		WESJX
	SBRVX	FLDFX	SPWYX	HLEMX	PRCNX	FLDGX	BACPX	WESNX	BESIX	WESJX

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High positive correlations

WESJX	+ 1.0	BESIX
FLDGX	+ 0.99	FLDFX
PRCNX	+ 0.95	FLDFX
FLDGX	+ 0.95	PRCNX
FLDGX	+ 0.94	SBRVX
FLDFX	+ 0.93	SBRVX

High negative correlations

WESNX	- 0.14	HLEMX
WESJX	- 0.13	HLEMX
BESIX	- 0.13	HLEMX
BACPX	- 0.04	HLEMX
PRCNX	- 0.04	HLEMX
HLEMX	- 0.04	SPWYX

Risk-Adjusted Indicators

There is a big difference between Huber Mutual Fund performing well and Huber Capital Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Huber Capital's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SBRVX	1.14	0.28	0.25	0.24	0.72	(1.34)	2.65	(1.72)	15.19
FLDFX	0.43	0.06	0.08	0.12	0.36	(0.52)	0.93	(0.96)	4.03
SPWYX	0.94	(0.06)	0.00	(0.01)	0.00	0.00	1.94	(1.95)	5.02
HLEMX	0.50	0.02	(0.02)	(1.48)	0.70	(0.56)	0.97	(1.16)	3.38
PRCNX	0.72	0.23	0.29	0.57	0.32	(0.91)	1.17	(1.17)	12.21
FLDGX	0.61	0.12	0.17	0.16	0.46	(0.73)	1.21	(1.08)	8.84
BACPX	0.20	0.02	(0.05)	0.25	0.20	(0.23)	0.44	(0.44)	1.14
WESNX	0.79	0.27	0.24	0.97	0.59	(0.89)	1.53	(1.71)	10.40
BESIX	0.65	0.12	0.09	0.49	0.77	(0.67)	1.48	(1.72)	3.27
WESJX	0.65	0.12	0.09	0.49	0.77	(0.67)	1.47	(1.71)	3.21

Huber Capital Competitive Analysis

The better you understand Huber Capital competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Huber Capital's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Huber Capital's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	HULEX	SBRVX	FLDFX	SPWYX	HLEMX	PRCNX	FLDGX	BACPX	WESNX	BESIX
	0.17 35.80 Huber	1.28 16.21 Segall	0.22 13.96 Balanced	1.64 15.55 American	0.00 23.45 Harding	0.71 11.13 PRCNX	0.13 15.24 Dynamic	0.09 11.62 Blackrock	1.98 23.81 William	1.98 24.28 William
Market Volatility (90 Days Market Risk)	Very steady	Not too volatile	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Fair	Good	Good	Weak	Weakest	Solid	Good	Fair	Good	Fair
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Hazard	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Over Valued	Under Valued	Under Valued	Fairly Valued	Under Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Buy	Strong Buy	Strong Hold	Not Rated	Strong Buy	Strong Buy	Cautious Hold	Strong Buy	Strong Hold
Net Asset	479.99 M	379.02 M	437.68 M	558.17 M	429.82 M	380.86 M	476.76 M	442.06 M	367.97 M	367.97 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	5 K	N/A	N/A	N/A	N/A	N/A
Price To Book	1.28	N/A	2.56	3.61	1.88	1.65	2.57	2.3	3.67	3.08
Five Year Return	14.33	8.84	7.58	5.05	-0.42	7.89	10.6	2.67	5.24	6.04
One Year Return	7.12	17.61	12.61	12.13	25.23	27.4	17.6	10.68	32.03	35.61
Last Dividend Paid	0.4	N/A	N/A	N/A	0.22	0.06	0.01	0.16	N/A	0.01
Price To Earning	13.41	N/A	17.17	31.75	15.44	17.73	16.12	18.5	20.04	18.9
Price To Sales	1.16	N/A	1.44	2.22	1.76	1.2	1.39	1.57	2.94	1.88
Cash Position Weight	3.68	10.14	60.45	0.58	2.85	0.59	2.7	7.88	1.78	1.78
Equity Positions Weight	96.32	89.86	28.04	99.42	97.15	96.75	95.39	22.32	98.22	98.22
Three Year Return	14.96	13.71	12.08	14.77	11.59	13.32	16.36	7.23	16.09	16.95
Annual Yield	0.0152	0.0034	0.0092	N/A	0.013	0.0291	0.0098	0.0412	0.008	0.0102
Year To Date Return	1.76	8.5	2.8	6.01	26.49	3.07	3.68	1.57	8.82	10.44
Bond Positions Weight	N/A	N/A	0.89	N/A	N/A	N/A	0.11	10.84	N/A	N/A
Ten Year Return	9.88	N/A	5.57	12.54	3.49	N/A	9.35	6.23	N/A	N/A
Day Typical Price	35.8	16.21	13.96	15.55	23.45	11.13	15.24	11.62	23.81	24.28
Daily Balance Of Power	9.2 T	0	9.2 T	0	0.0	0	9.2 T	0	0	0
Period Momentum Indicator	0.06	(0.21)	0.03	(0.26)	N/A	(0.08)	0.02	(0.01)	(0.48)	(0.49)
Rate Of Daily Change	1.0	0.99	1.0	0.98	1.0	0.99	1.0	1.0	0.98	0.98
Day Median Price	35.8	16.21	13.96	15.55	23.45	11.13	15.24	11.62	23.81	24.28
Price Action Indicator	0.03	(0.11)	0.015	(0.13)	N/A	(0.04)	0.01	(0.01)	(0.24)	(0.24)
Relative Strength Index	55.06	64.06	65.16	49.49	49.58	70.09	66.83	62.78	72.07	67.19
Coefficient Of Variation	2077.62	598.52	679.57	(16,626)	2420.68	590.06	650.91	938.2	510.99	623.57
Mean Deviation	0.5456	1.14	0.4307	0.9434	0.5024	0.7192	0.6093	0.2029	0.7913	0.6507
Jensen Alpha	(0)	0.2816	0.0573	(0.06)	0.0188	0.2289	0.1246	0.0155	0.2662	0.1182
Total Risk Alpha	(0.01)	0.2319	0.0505	(0.08)	(0.01)	0.1715	0.1062	0.0053	0.2055	0.086
Sortino Ratio	(0.01)	0.254	0.0798	N/A	(0.02)	0.2872	0.1707	(0.05)	0.2356	0.0902
Downside Variance	0.6798	1.35	0.3209	N/A	0.6777	0.5294	0.5329	0.1048	1.05	1.05
Standard Deviation	0.7092	2.04	0.6126	1.21	0.6877	1.5	1.1	0.2625	1.46	0.8565
Kurtosis	0.8259	25.4	4.86	0.1042	2.32	39.33	25.92	0.2199	27.15	0.166
Potential Upside	1.01	2.65	0.9339	1.94	0.975	1.17	1.21	0.4367	1.53	1.48
Treynor Ratio	0.0298	0.2369	0.1227	(0.01)	(1.48)	0.568	0.1595	0.2514	0.9743	0.488
Maximum Drawdown	3.74	15.19	4.03	5.02	3.38	12.21	8.84	1.14	10.4	3.27
Variance	0.503	4.15	0.3753	1.47	0.4729	2.24	1.22	0.0689	2.14	0.7337
Market Risk Adjusted Performance	0.0398	0.2469	0.1327	(0)	(1.47)	0.578	0.1695	0.2614	0.9843	0.498
Risk Adjusted Performance	0.0346	0.1273	0.1046	(0.0003)	0.0294	0.1277	0.1146	0.0595	0.1466	0.1175
Skewness	(0.63)	4.12	1.03	(0.30)	(0.96)	5.55	3.99	(0.51)	4.11	(0.52)
Semi Deviation	0.7314	0.7231	0.3617	N/A	0.6993	0.32	0.4612	0.1998	0.5867	0.7703
Information Ratio	(0.02)	0.145	0.0738	(0.04)	(0.02)	0.1395	0.1129	(0.06)	0.165	0.1079
Value At Risk	(1.31)	(1.72)	(0.96)	(1.95)	(1.16)	(1.17)	(1.08)	(0.44)	(1.71)	(1.72)
Expected Short fall	(0.55)	(1.34)	(0.52)	N/A	(0.56)	(0.91)	(0.73)	(0.23)	(0.89)	(0.67)
Downside Deviation	0.8245	1.16	0.5665	N/A	0.8232	0.7276	0.73	0.3237	1.02	1.02
Semi Variance	0.535	0.5229	0.1308	N/A	0.489	0.1024	0.2127	0.0399	0.3442	0.5933

Huber Capital Competition Performance Charts

Five steps to successful analysis of Huber Capital Competition

Huber Capital's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Huber Capital Equity in relation to its competition. Huber Capital's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Huber Capital in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Huber Capital's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Huber Capital Equity, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Huber Capital position

In addition to having Huber Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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ISP

Internet Service Providers (ISP) companies and IT providers specializing in internet technologies. The ISP theme has 40 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize ISP Theme or any other thematic opportunities.

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Other Information on Investing in Huber Mutual Fund

Huber Capital financial ratios help investors to determine whether Huber Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Huber with respect to the benefits of owning Huber Capital security.

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Huber Capital Competition

Huber Capital vs William Blair Correlation

Poor diversification

Moving together with Huber Mutual Fund

Moving against Huber Mutual Fund

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Huber Capital Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

Huber Capital Competitive Analysis

Huber Capital Competition Performance Charts

Five steps to successful analysis of Huber Capital Competition

Complement your Huber Capital position

Did You Try This Idea?

Run ISP Thematic Idea Now

ISP

Other Information on Investing in Huber Mutual Fund

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