December 31, 2024 Entering a new year is always fraught with hopes and concerns. While we are primarily bottom-up focused in our investments, we are also not agnostic about the top-down economic environments.

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.

April 1, 2024 SKBA Money Manager Interview | The Wall Street Transcript

February 15, 2024 With financial markets itching to declare the “Powell Pivot” had arrived, just the whiff of expectation that the last rate increase was done, and bond yields plunged from their October 19th highs accompanied by a rebound in the stock market.

September 15, 2023 Pulling a rabbit out of a hat is an old staple among any magician’s tricks. Companies sometimes play that game as well through ingenuity and good management but also with accounting or revenue recognition shenanigans. The goal is to meet or beat consensus earnings expectations that hopefully then drive its stock price higher. When there are no more rabbits to be pulled out of the hat, suddenly reported earnings fall short of expectations, and investors are disappointed.

June 12, 2023 Remember that great Beach Boys song “Fun, Fun, Fun”? Well it is apropos—now that the default dilemma is over for now—to give it a twist to express Treasury Secretary Janet Yellen’s delight in having the bill passed by Congress and signed by the President.

January 12, 2023 In addition to the recent praise from Barron’s, Morningstar recently wrote a great piece which again highlighted SKBA’s Baywood SociallyResponsible Fund as a strong-performing ESG fund based on total return in 2022.

November 17, 2022 Barron's recently Wrote a great piece which highlighted SKBA's Baywood Socially Responsible Fund.