Asset Managers

Santa Barbara - Growth

As of 6/30/2010 Santa Barbara currently manages $3.2 billion in growth equities. We primarily invest in companies that exhibit stable and consistent earnings growth. Defendable competitive advantages, strong management, and lower dependence on capital markets are three key qualities that drive stable earnings growth. Regardless of market or macro-economic conditions, our investment team adheres to its stable growth investment philosophy and method. Our long-term investment horizon requires discipline and calm during periods of high market volatility. During difficult times, we are emboldened by our time-tested philosophy and process. The investment process results in a diversified portfolio of companies with above average earnings growth, financial strength, and reasonable valuations. Our belief is that companies exhibiting stable earnings growth are positioned to perform well throughout different stages in the business cycle, thereby enabling our analysts to focus on time-tested business fundamentals rather than on making transient macro-economic predictions.

Santa Barbara

Investment Strategies