- Portfolio dividend growth rate greater than the index
High quality companies with growing dividends offer the best risk-adjusted returns. Santa Barbara Asset Management capitalizes on dividend growth potential of newer dividend-paying companies and those expected to increase capital return to shareholders.
- Portfolio beta less than the index
Risk controls are necessary to minimize volatility and provide a measure of downside risk mitigation. Santa Barbara Asset Management executes rigorous maintenance research, diversifying across sectors and constructing portfolios with lower-than-market beta.
- Portfolio yield equal to or greater than the index
Dividends are a meaningful contributor to total return. Santa Barbara Asset Management diversifies portfolios across a wide range of dividend paying companies rather than overemphasizing higher yielding companies.