Login to access your documents and resources.
The client portal are currently unavailable
Santa Barbara Asset Management
About Santa Barbara Asset Management
Santa Barbara Asset Management is a high conviction equity manager that applies a consistent and proven approach in seeking to deliver superior risk-adjusted returns from long-term investment in quality companies with the fundamentals to sustain future dividend growth.
They provide investment advisory services in U.S.-based, global and international equity strategies. Distinguished by their singular team, disciplined process and differentiated approach, they seek to consistently identify high quality companies around the globe using fundamental, bottom-up research. Santa Barbara's fundamental analysis is focused on evaluating a company’s ability for sustainable dividend growth and capital appreciation. Santa Barbara’s time-tested investment philosophy and process have proven results of low volatility, capital preservation and excess returns spanning several markets and economic cycles.
Specialist Note: David A. Chalupnik and Evan F. Staples concurrently provide investment services for both Nuveen Asset Management and Santa Barbara Asset Management.
They provide investment advisory services in U.S.-based, global and international equity strategies. Distinguished by their singular team, disciplined process and differentiated approach, they seek to consistently identify high quality companies around the globe using fundamental, bottom-up research. Santa Barbara's fundamental analysis is focused on evaluating a company’s ability for sustainable dividend growth and capital appreciation. Santa Barbara’s time-tested investment philosophy and process have proven results of low volatility, capital preservation and excess returns spanning several markets and economic cycles.
Specialist Note: David A. Chalupnik and Evan F. Staples concurrently provide investment services for both Nuveen Asset Management and Santa Barbara Asset Management.
Aaron Brunette
Research Analyst, Santa Barbara Asset Management
David Chalupnik, CFA
Equities CIO, Portfolio Manager, Nuveen Asset Management, Portfolio Manager, Santa Barbara Asset Management
Predrag Jovanovic
Research Analyst, Santa Barbara Asset Management
Danielle Mahan
Research Analyst, Santa Barbara Asset Management
David Park, CFA, CPA
Portfolio Manager and Director of Research, Santa Barbara Asset Management
William Prier, CFA
Research Analyst, Santa Barbara Asset Management
