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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 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.
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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
David Park
David Park, CFA, CPA
Portfolio Manager and Director of Research, Co-Head of Santa Barbara Asset Management
David A Chalupnik
David Chalupnik, CFA
Head of U.S. Active Equities Portfolio Management, Co-Head of Santa Barbara Asset Management
Aaron Brunette
Aaron Brunette
Research Analyst
Pedja Jovanovic
Predrag Jovanovic
Research Analyst
Danielle M. Mahan
Danielle Mahan
Research Analyst
Will Prier
William Prier, CFA
Research Analyst
Evan Staples
Evan Staples, CFA
Portfolio Manager, Nuveen
Research Analyst, Santa Barbara Asset Management
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Contact us
Santa Barbara Asset Management
Santa Barbara Asset Management
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310-552-5100
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.
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Our Company

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.

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