top of page
Value From
A Different Perspective
At SKBA, our seasoned professionals bring passion and commitment to our time-tested investment process.
Our firm brings together an experienced group of investment professionals committed to a proven value-based investment approach first pioneered by our founding principals.
An investment discipline and commitment to meeting client objectives that has been developed, refined and maintained since 1989.
Newsletters, Commentary & Press
1Q 2024 Market Commentary
March 31, 2024 The markets in the first quarter of 2024 continued the strong upward momentum of 2023 but with a broadening of the overall stock market gains beyond technology and media stocks that so dominated last year. This good news is reflected in the nearly equal total returns, roughly 9%, for the NASDAQ and the Russell 1000 Value benchmarks.
Envestnet Asset Manager Award Winner
SKBA Capital Management is pleased to announce that the firm has been recognized as Asset Manager of the Year for Large Cap Equity, for its flagship ValuePlus strategy, in the 2023 Envestnet Asset Manager Awards.
Envestnet 2023 Asset Manager Award Disclosure: SKBA Capital Management, LLC was selected by Envestnet | PMC as the 2023 Manager of the Year for Large Cap Equity category. SKBA was given the award on April 26, 2023. To be eligible for an award, managers must be broadly available on the Envestnet platform. They also need to have at least $100 million in assets under management, and a three-year track record. A manager’s product must also be reported through Envestnet | PMC’s Premium Research solutions, which conducts investment-manager due diligence and research for advisors. Envestnet | PMC considers a variety of qualitative and quantitative criteria when selecting award winners and finalists, including tax efficiency, investment process and style, customer service, composite, and firm profile, in addition to performance. Their systematic, proprietary, and multi-factor methodology for this awards program harnesses a variety of qualitative and quantitative criteria to identify award finalists from among the thousands of managers on the Envestnet platform. The criteria for this award was evaluated for the year of 2022. SKBA did not pay directly or indirectly to be considered nor to receive this award.
601 California Street
Suite 1500
San Francisco, CA 94108
800.969.7852
415.989.7852
bottom of page