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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 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.
Jim Boothe
Jim Boothe, CFA
Chief Investment Officer / Portfolio Manager, Santa Barbara Asset Management
Hai Vu
Hai Vu, CFA
Director of Research, Santa Barbara Asset Management
Aaron Brunette
Aaron Brunette
Research Analyst, Santa Barbara Asset Management
Danielle M. Mahan
Danielle Mahan
Research Analyst, Santa Barbara Asset Management
David Park
David Park, CFA, CPA
Research Analyst, Santa Barbara Asset Management
Pedja Jovanovic
Predrag Jovanovic
Research Analyst, Santa Barbara Asset Management
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The information contained on this website is provided for educational purposes only and is not intended to be relied upon as a forecast, research or investment advice, is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. YOUR CAPITAL IS AT RISK. All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed. 

Products, services, or strategies shown may not be available in certain jurisdictions and/or to certain investors. Recipients should inform themselves about and observe any applicable legal requirements. The information provided should not be considered a solicitation or an offer by Nuveen or its affiliates to provide any financial products or services in any jurisdiction where it is not otherwise authorized to do so. Any funds described herein are not for sale in the US or to US persons and are available under the conditions of the relevant offering document(s). If you are a US citizen or resident, please visit our website for US Financial Advisors or US Institutional Investors. Nuveen provides a range of products including investment advisory services, strategies, and expertise through its independent investment affiliates. Securities are offered through Nuveen Securities, LLC.

623391-G-INV-AN–10/19