SKBA CAPITAL Overview
Skba Capital Management Llc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 12 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 537MM in positions, representing 38% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 537MM in positions, representing 38% of the manager's regulatory AUM.
SKBA CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SKBA CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MRK | 3.71% | Health | 4.06% | 0.13% | 0 | 35% | ||
| COP | 3.51% | Energy | 5.26% | 0.25% | 0 | 27% | ||
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FEATURED IN
SKBA CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Andrew W. Bischel | Member, Ceo, Cio | January-2008 |
| Kenneth J. Kaplan | Member, Chairman | January-2008 |
| Shelley H. Mann | Member, Svp, Dir. Trading, Chief Compliance Officer | January-2008 |
| Joshua J. Rothe | Member, President, Dir. Research | January-2008 |
| Richard H. Adler | Director | June-1999 |
SKBA CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SKBA CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
section of this Brochure.
Tailored Relationships
SKBA’s standard services are tailored to our client’s investment objectives. Clients may impose restrictions on investing in certain securities or types of securities. Such restrictions must be submitted to
6
SKBA in writing. Client imposed restrictions may affect SKBA’s ability to perform our stated investment
strategy and, therefore, investment performance may deviate from other accounts managed in accordance with the same strategy.
Assets Under Management
Assets Under Management (“AUM”): As of December 31, 2014 SKBA managed $1,412,584,000 on a discretionary basis.
AUM is defined as: Assets that SKBA manages on behalf of our clients. SKBA has full discretion of investment and trading authority over the clients’ assets.
As of December 31, 2014 SKBA did not manage any non-discretionary ...
Unlock Full Investment Process Description
section of this Brochure.
Tailored Relationships
SKBA’s standard services are tailored to our client’s investment objectives. Clients may impose restrictions on investing in certain securities or types of securities. Such restrictions must be submitted to
6
SKBA in writing. Client imposed restrictions may affect SKBA’s ability to perform our stated investment
strategy and, therefore, investment performance may deviate from other accounts managed in accordance with the same strategy.
Assets Under Management
Assets Under Management (“AUM”): As of December 31, 2014 SKBA managed $1,412,584,000 on a discretionary basis.
AUM is defined as: Assets that SKBA manages on behalf of our clients. SKBA has full discretion of investment and trading authority over the clients’ assets.
As of December 31, 2014 SKBA did not manage any non-discretionary ...
Unlock Full Investment Process Description
SKBA CAPITAL Portfolio Concentration
SKBA CAPITAL Location
44 MONTGOMERY STREET, SUITE 3500
SAN FRANCISCO, California
UNITED STATES, 94104-4808
SAN FRANCISCO, California
UNITED STATES, 94104-4808
SKBA CAPITAL Contact Information
Phone Number: 415-989-7852
Fax Number: 415-989-2114
Website: http://www.skba.com
Fax Number: 415-989-2114
Website: http://www.skba.com
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