Our Firm
SKBA At A Glance
Founded — 1989
Location — San Francisco
Ownership — Independent, Majority Employee Owned
Firm AUM — $0.7 billion
Style — Value Equities & Fixed Income
Investment Process — Fundamental Bottom Up
Investment Experience — PM's Average 20+ years

  • ValuePlus
  • ValueOpportunity
  • Socially Responsible Value
  • Flex Bond
SKBA Capital Management is an independent San Francisco based investment management firm founded in 1989. Our firm brings together an experienced group of investment professionals committed to a proven value-based investment approach first pioneered by our founding principals. Our investment disciplines have been built and refined for three decades integrating the best practices of fundamental stock selection, sector allocation, and our economic views. We believe that rigorous and insightful proprietary research, conducted within a consistent and disciplined process executed by an experienced team, provides the best opportunity for consistent investment returns over time.
We are a majority employee owned organization dedicated to providing active equity, fixed income, and balanced investment management services to a diverse array of clients including foundations, endowments, corporations, pension funds, Taft-Hartley plans, charitable organizations, private clients and faith-based institutions. We are proud of our firm's long standing history and are honored by the stability of our client base and their success.
Our Mission
We seek to offer our clients a prudent place to invest their capital, deliver exceptional investment results and develop enduring client relationships.
We do not attempt to be all things to all people; our firm's sole business is investment management. Our ownership structure and culture ensures that our interests are aligned with those of our clients. We share the values and goals that have served our clients well over the years: trustworthiness, discipline and a passion for investment management. Over the years, these qualities, combined with our focus on value investing, have enabled us to generate attractive long-term returns while preserving our clients' capital.
What Sets SKBA Apart
  • Established, time-tested philosophy and proven investment process
  • Tenured team of investment professionals - Judgment and insights shaped by experience
  • Disciplined, fundamental research-based investment culture
  • Nimble structure, we are flexible and agile in our portfolio construction and implementation.
  • Clear and transparent decision making process.
  • Client-oriented benefits of an independent firm and access to our decision makers
  • Reputation as a firm with whom clients want to do business

Terms and Conditions ("Terms")
Last updated: June 03, 2015

Please read these Terms and Conditions ("Terms", "Terms and Conditions") carefully before using the http://www.skba.com website (the "Service") operated by SKBA Capital Management LLC ("us", "we", or "our"). Your access to and use of the Service is conditioned upon your acceptance of and compliance with these Terms. These Terms apply to all visitors, users and others who wish to access or use the Service. By accessing or using the Service you agree to be bound by these Terms. If you disagree with any part of the terms then you do not have permission to access the Service.

Copyright notices:
With the exception of images used in this website, which are used under a creative commons license, all content on this website is Copyright 2015 SKBA Capital Management LLC.

Links To Other Web Sites
Our Service may contain links to third party web sites or services that are not owned or controlled by SKBA Capital Management LLC. SKBA Capital Management LLC has no control over, and assumes no responsibility for the content, privacy policies, or practices of any third party web sites or services. We do not warrant the offerings of any of these entities/individuals or their websites. You acknowledge and agree that SKBA Capital Management LLC shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of or reliance on any such content, goods or services available on or through any such third party web sites or services. We strongly advise you to read the terms and conditions and privacy policies of any third party web sites or services that you visit.

Governing Law
These Terms shall be governed and construed in accordance with the laws of California, United States, without regard to its conflict of law provisions. Our failure to enforce any right or provision of these Terms will not be considered a waiver of those rights. If any provision of these Terms is held to be invalid or unenforceable by a court, the remaining provisions of these Terms will remain in effect. These Terms constitute the entire agreement between us regarding our Service, and supersede and replace any prior agreements we might have had between us regarding the Service.

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material we will provide at least 30 days notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion. By continuing to access or use our Service after any revisions become effective, you agree to be bound by the revised terms. If you do not agree to the new terms, you are no longer authorized to use the Service.

Contact Us
If you have any questions about these Terms, please contact us.