A complete list of active advisors currently associated with Hunter Value Capital LLC
Warmer can help you find a great advisor at Hunter Value Capital LLC or one who fits your needs even better.
Hunter Value Capital is a fee‑only, independent investment adviser that provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, small pension and profit‑sharing plans, and other legal entities. The firm manages roughly $16 million across a small number of client accounts and offers two distinct programs: a microcap‑focused separately managed account (Microcap SMA) and a Financial Independence Plan (FIP). The FIP emphasizes global diversification and primarily uses ETFs within a contrarian value framework, while the Microcap SMA pursues bottom‑up fundamental research to build concentrated portfolios—typically 10–40 positions—in companies initially valued around $20 million to $1 billion. Accounts are managed on a discretionary basis, the firm may recommend unaffiliated independent managers for portions of client assets, and it discloses the use of derivatives (options, warrants, puts/calls) and the ability to use borrowing/margin in separately managed accounts when client permissions allow. What is distinctive about the firm is the combination of a small, concentrated microcap strategy that conducts primary due diligence and special‑situation investing with the explicit, disclosed use of derivatives and borrowing in client SMAs—features that are statistically uncommon among peers. The firm also notes a self‑imposed cap on Microcap SMA assets (planned limit at $100 million) to preserve strategy capacity and integrates third‑party quantitative tools for certain allocations, reflecting a hybrid fundamental/quantitative approach.
To learn more about the advisors currently working at Hunter Value Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 7
|
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