Hunter Value Capital LLC

Hunter Value Capital is an independent, fee‑only investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, and certain single‑employee retirement plans. Its services include two primary investment programs — a diversified, ETF‑based Financial Independence Plan (FIP) and an actively managed Microcap separately managed account (SMA) — plus project or hourly financial planning engagements.

The FIP emphasizes global diversification implemented primarily through ETFs and a contrarian value orientation, while the Microcap SMA is a concentrated, long‑only, bottom‑up value strategy (typically 10–40 positions) driven by primary fundamental research and due diligence. The firm may also implement client allocations using unaffiliated quantitative managers and technology-enabled portfolio solutions as part of its overall program construction.

The firm’s disclosures highlight practices that are uncommon among peers: it seeks margin permission and explicitly uses borrowing (including foreign‑currency borrowing when applicable) and derivatives within separately managed accounts, including options, warrants and rights, as part of portfolio implementation. It also signals an explicit capacity management decision — planning to limit new inflows to the Microcap SMA once it reaches a stated aggregate level — a constraint that is atypical for a solo independent adviser of this scale.