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 09/30/16. The fund's latest filing disclosed 895MM in positions, representing 63% of the manager's regulatory AUM.

SKBA CAPITAL StockAlpha

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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

SKBA CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
OXY 3.72% Energy -2.15% -0.38% 0 14%
MSFT 3.4% Tech 8.31% 0.21% 0 36%
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FEATURED IN
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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



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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 ...
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SKBA CAPITAL Portfolio Concentration

SKBA CAPITAL Location

44 MONTGOMERY STREET, SUITE 3500
SAN FRANCISCO, California
UNITED STATES, 94104-4808

SKBA CAPITAL Contact Information

Phone Number: 415-989-7852
Fax Number: 415-989-2114
Website:

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