SANTA BARBARA ASSET Overview

Santa Barbara Asset Management Llc is an investment advisor that manages 4.8 BN dollars in regulatory AUM and has 13 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 5BN in positions, representing 114% of the manager's regulatory AUM.

SANTA BARBARA ASSET StockAlpha

-0.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SANTA BARBARA ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.03% Tech 1.31% -0.03% 0 42%
MSFT 3.42% Tech 8.31% 0.21% 0 36%
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SANTA BARBARA ASSET Founders and Key Employees

Name Title In Position Since
Avi M. Mizrachi Chief Compliance Officer March-2013
John A. Gomez President March-2015
James R. Boothe Chief Investment Officer, Portfolio Manager March-2013

SANTA BARBARA ASSET Brokers, Custodians, Auditors and Administrators

Type Company

SANTA BARBARA ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

SBAM is a fundamentally focused investment firm. While several aspects are taken into consideration, SBAM’s primary objective is to understand the facets of each company. First, SBAM qualitatively evaluates a company's business model and competitive position versus its respective industry. Second, SBAM compares specific company fundamentals against its peer group and broader sector. Finally, SBAM assesses a company's commitment to its dividend. Ultimately, SBAM seeks companies with strong fundamentals and a clear commitment to growing their dividend.

General descriptions of SBAM’s investment strategies are included below. Additionally, from time to time, SBAM may provide variations of the strategies listed below or other strategies in order (for example) to accommodate client requests.

The Dividend Growth strategy primarily invests in dividend-paying common and preferred stocks with the potenti...
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SANTA BARBARA ASSET Portfolio Concentration

SANTA BARBARA ASSET Location

2049 CENTURY PARK EAST
17TH FLOOR
LOS ANGELES, California
UNITED STATES, 90067

SANTA BARBARA ASSET Contact Information

Phone Number: 310-552-5100
Fax Number: 310-228-5946
Website:

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