Huntington Management, LLC

Huntington Management, LLC, established in 2007, is an Illinois-based investment adviser specializing in discretionary investment services for separately managed accounts. The firm, owned by Samuel H. Ellis, Jr., Damon C. McLaughlin, and James R. Ellis, follows a value-driven investment philosophy focusing on long positions in publicly traded equity securities in U.S. and non-U.S. markets. Additionally, Huntington may invest in other securities like options, swaps, fixed income instruments, and employ hedging strategies. The firm customizes investment portfolios based on client risk tolerance and objectives, with $244,636,056 in assets under management as of December 29, 2023. Huntington charges a management fee of 1.0% per annum based on net assets, with negotiable fees for separately managed accounts. Clients are responsible for additional fees like brokerage, custodial, and transaction costs. The firm does not charge performance-based fees and serves individuals, institutions, trusts, and charitable organizations. While there is no set minimum account size, Huntington generally does not accept less than $25,000,000, with investment strategies driven by a value-oriented approach focusing on businesses selling at discounts to intrinsic value. Clients grant investment discretion to Huntington, which also has authority to vote proxies on their behalf. The firm emphasizes transparency, compliance with regulatory requirements, and a fiduciary duty to act in the best interests of clients.