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Santa Barbara Asset Management

west coast homes with mountain backdrop

About Santa Barbara Asset Management

Santa Barbara Asset Management is a high conviction equity manager that applies a consistent approach to seeking superior risk-adjusted returns from long-term investment in quality companies with the fundamentals to sustain future dividend growth.

A history of competitive total returns with lower volatility

30+ years
as a fundamentally driven growth investment firm
$16.7B
assets under management1
16
employees2
9
investment professionals2

Our philosophy

SINGULAR FOCUS
One team of research professionals that adheres to a disciplined, repeatable investment process
UNWAVERING APPROACH
Total return strategy that looks beyond yield to evaluate dividend growth potential and risk

Investment beliefs

Santa Barbara seeks to outperform the index while experiencing less volatility and provide better downside risk mitigation through a broadly diversified portfolio that maintains high active share

Featured insights

Portfolio management and research3

Contact us

  • Santa Barbara Asset Management

    2029 Century Park East, Suite 1600
    Los Angeles, CA, 90067

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
1 As of 31 Dec 2020. Includes model assets of approximately $9.2 billion.
2 As of 31 Dec 2020.
3 Specialist Note: David A. Chalupnik and Evan F. Staples concurrently provide investment services for both Nuveen and Santa Barbara Asset Management.

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