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 12/31/17. The fund's latest filing disclosed 7BN in positions, representing 139% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/17. The fund's latest filing disclosed 7BN in positions, representing 139% of the manager's regulatory AUM.
SANTA BARBARA ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SANTA BARBARA ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.36% | Tech | -5.02% | -0.24% | 0 | 46% | ||
| MSFT | 4.12% | Tech | 8.85% | 0.34% | 0 | 44% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
SANTA BARBARA ASSET Portfolio Concentration
SANTA BARBARA ASSET Location
2049 CENTURY PARK EAST
17TH FLOOR
LOS ANGELES, California
UNITED STATES, 90067
17TH FLOOR
LOS ANGELES, California
UNITED STATES, 90067
SANTA BARBARA ASSET Contact Information
Phone Number: 310-552-5100
Fax Number: 310-228-5946
Website: http://www.sbasset.com
Fax Number: 310-228-5946
Website: http://www.sbasset.com
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