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The latest market commentary and insights shared by our investment team. Check in for regular updates.
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.
December 31, 2022 Newsflash: “Free Money Is No Longer Free!”
February 28, 2023 SKBA Capital Management Named to PSN Top Guns List of Best Performing Strategies for Q4 2022 Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies
November 17, 2022 Barron’s recently wrote a great piece which highlighted SKBA’s Baywood SociallyResponsible Fund as the top-performing ESG strategy out of over 300 equity mutual funds this year based on total return through October 31, 2022
September 30, 2022 SKBA Market Commentary
September 28, 2022 It has been an absolutely miserable year for Treasury bond returns as well as other corporate benchmarks. Furthermore, bonds have failed to act as a counterbalance to risk in stocks and the stock markets. This environment leaves one to wonder, can it get any worse?
November 29, 2022 SKBA Capital Management announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q3 2022.
June 30, 2022 “It isn’t what you make; it’s what you keep that matters.” SKBA gave voice to this idea over a dozen years ago and it could not be more relevant for investors than it is today.
Investment Considerations:
Mutual fund investing involves risk including the possible loss of principal. There can be no guarantee that any strategy (risk management or otherwise) will be successful.
Baywood SociallyResponsible Fund: Socially responsible investment criteria may limit the number of investment opportunities available to the Fund, and as a result, at times the Fund’s investment returns may be lower than those funds that are not subject to such investment considerations. A value style is primarily used to select investments for the Fund. This style may fall out of favor, may underperform other styles and may increase the volatility of a Fund’s share price.
Baywood ValuePlus Fund: The Fund primarily invests in undervalued securities which may not appreciate in value as anticipated by the Adviser or remain undervalued for longer than anticipated. The Fund may invest in American Depositary Receipts (ADRs) which involves risks relating to political, economic or regulatory conditions in foreign countries and may cause greater volatility and less liquidity. The Fund may also invest in convertible securities and preferred stock which may be adversely affected as interest rates rise.
The Morningstar US Large Value Index is an unmanaged index. Individuals cannot invest in an index.
Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is available in the prospectus, a copy of which may be obtained from 855-409-2297. Please read the prospectus carefully before investing.
Baywood Funds are advised by SKBA Capital Management, LLC and distributed by Foreside Fund Services, LLC.