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Interviews, Features &
Peer Ranking
Press
SKBA is pleased to be featured in a number of publications and recognized by industry-leading databases.
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.
SKBA is honored to be recognized by Envestnet | PMC as Asset Manager of the Year for Large Cap Equity. During this year’s 19th annual Envestnet Asset Manager Awards, Portfolio Manager Matthew Segura spoke about what differentiates SKBA and our unique approach to Active Value investing. Click below to listen.
March 13, 2023 SKBA Money Manager Interview | The Wall Street Transcript Value Manager Sees Opportunities in Underearning Auto Sector
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.
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.
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 7, 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 Q1 2022
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.