TOOLS
Login to access your documents and resources.
Where are you located?
  • Asia Pacific
    • Japan (日本)
    • This website is directed only to residents of Japan that are institutional investors.  Therefore, only investors that satisfy this criteria should access this website. If you are a retail investor, you should leave this website immediately.

      You must read the following information carefully before proceeding. It provides information on certain restrictions imposed by law on the distribution of the information contained in this section of this website and the jurisdiction in which the products or services described in this section of this website are able to be offered. It is your responsibility to be aware of and to observe all applicable laws and regulations relevant to your jurisdiction.

      We recommend that you review our full Website Terms of Use, Privacy and Cookie Policy (which you can read here) before using this section of the website.

      The contents of this website have been prepared for informational purposes only without regard to the investment objectives, financial situation, or means of any particular person or entity, and Nuveen Japan Co. Ltd. is not soliciting any action based upon them. No information included on this website is to be construed as investment advice or as a recommendation or a representation about the suitability or appropriateness of any fund or advisory product or service; or an offer to buy or sell, or the solicitation of an offer to buy or sell, any product or service. Nuveen Japan Co. Ltd. recommends that you seek independent financial and tax advice before making any investment decision. Nothing in this section of this website constitutes an offer or solicitation to anyone in any jurisdiction where such an offer is not lawful or to anyone to whom it is unlawful to make such an offer or solicitation. In particular, but without limitation, this website should not be accessed by US Persons. This website is reserved exclusively for non-US persons and should not be accessed by any person in the United States. This website is not an offering to or solicitation of US Persons.

      All material on this website has been obtained from sources believed to be reliable, but its accuracy is not guaranteed: some of the content on this website may contain certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. From time to time, Nuveen Japan Co. Ltd. may also make additional features available to users on this website on such terms and conditions as may be set forth in a modification to this agreement or otherwise on this website. This website is owned and operated by Nuveen, LLC and Nuveen Japan Co. Ltd.

      I confirm that I am resident in Japan and I am an institutional investor.


  • The Americas
Don't see your location?
Abstract wave pattern

Santa Barbara Asset Management

Santa Barbara Asset Management

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.

The firm provides investment advisory services in U.S., non-U.S. and global equity strategies.

A history of competitive total returns with lower volatility

30+ years

as a fundamentally driven growth investment firm
$10.3B

assets under management1
18

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
  1. 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.
  2. 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.
  3. 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.
Infographic: Beta, Yield, Dividend growth
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
Portfolio management and research3
Contact us
Santa Barbara Asset Management
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 Mar 2020. Includes model assets of approximately $6.7 billion.
2 As of 24 Feb 2020.
3 Specialist Note: David A. Chalupnik and Evan F. Staples concurrently provide investment services for both Nuveen and Santa Barbara Asset Management.