Culture and Values
We value interest alignment, investment focus, and creative
perspectives as well as thoughtful and sustainable growth.
We established the firm predicated on our core values and principles that have served our
clients well over time. We foster a collaborative, team-oriented culture that values employee interaction where
professionals proactively share knowledge and expertise. We conduct ourselves with the highest degree of
integrity, establish mentoring relationships, provide development opportunities, and strongly encourage individuals
to think independently. The result is an experienced staff of professionals as well as organizational stability.
Our policies and principles are designed to maintain continuity in our key people and
investment style. We achieve continuity by prudent succession planning and ownership distribution.
Core Values
- Integrity and Trust
- Strong values, alignment of interests, investment focus, creative perspectives
- Client Focused
- We always act in the best interest of our clients, with the highest standards of professional integrity to build enduring relationships of trust and confidence.
- Unique Valuation Discipline
- We stick to our value-oriented investment disciplines, foster independent thinking, do not respond to investment fads and are not afraid to take views contrary to conventional wisdom.
- Patience
- We value our history as patient, thoughtful, long-term investors who avoid short-term thinking and trends.
- Teamwork
- We make decisions through consensus-building in our investment strategy team, with a willingness to go against the market's consensus views at turning points.
SKBA does not attempt to serve all investment needs with all strategies; we are a focused value-oriented investment manager. We rely on team decision-making processes in all aspect of our business, from portfolio management to client service, to operations and compliance. Every aspect of our culture is focused on delivering upon our mission to create value and surpass our clients' expectations. As a result, over the last two decades, SKBA has carefully fostered a culture for sustainable success and disciplined growth.
