 |
|
| |
|
|
- Santa Barbara Dividend Growth
The Fund seeks to provide an attractive total return comprised of dividends and long-term capital appreciation by focusing on mid- to large-capitalization companies that have the potential for high dividend income and dividend growth. Managed by Santa Barbara Asset Management, LLC.1 - Symphony All-Cap Core
The Fund is for investors seeking long-term capital appreciation. Managed by Symphony Asset Management, LLC.2 - Symphony Mid-Cap Core
The Fund is a portfolio of mid-capitalization core stocks for investors seeking long-term capital appreciation. Managed by Symphony Asset Management, LLC.2 - Symphony Optimized Alpha
The Fund seeks to produce returns in a variety of market conditions without the risks associated with shorting stock. The construction process seeks to reduce absolute risk by combining stocks with certain characteristics such as low correlation while utilizing risk controls such as industry weight. Managed by Symphony Asset Management, LLC.2 - Symphony Small-Mid Cap Core
1 Santa Barbara Asset Management, LLC serves as the sub-adviser to the Fund. Santa Barbara is an affiliate of Nuveen Investments, LLC, both of which are wholly-owned subsidiaries of Nuveen Investments, Inc. 2 Symphony Asset Management, LLC serves as the sub-adviser to the Fund. Symphony is an affiliate of Nuveen Investments, LLC; both of which are wholly-owned subsidiaries of Nuveen Investments, Inc.
Santa Barbara’s investment philosophy has remained unchanged since inception. It has not waxed and waned with economic cycles and investment fads. Santa Barbara believes that investors are best served by investing in well managed companies that have demonstrated the ability to grow their sales and earnings in a stable and consistent fashion, generate healthy returns on their capital, and maintain a conservative financial structure.
Symphony Asset Management believes that investment success requires a disciplined process, blending the best of sophisticated quantitative analysis with the clarity of human insight and thorough risk management processes. Given the dynamic nature of the equity markets, they believe there are always pockets of inefficiency where market segments and individual securities are mis-priced. Through their multi-step research processes, they try to identify and exploit these areas of mis-valuation with their capabilities in returns forecasting and risk management.
|
