{"id":11646,"date":"2019-05-18T16:02:00","date_gmt":"2019-05-18T20:02:00","guid":{"rendered":"http:\/\/162.241.156.118\/~azzadasset\/?p=11646"},"modified":"2019-05-18T16:02:00","modified_gmt":"2019-05-18T20:02:00","slug":"skba-capital-management","status":"publish","type":"post","link":"https:\/\/intelliserver.net\/wordpress\/portfolio-managers\/skba-capital-management\/","title":{"rendered":"SKBA Capital Management"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large is-resized is-style-default\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/intelliserver.net\/wordpress\/wp-content\/uploads\/2018\/05\/SKBA-logo-400x250-1.png\" alt=\"\" class=\"wp-image-6882\" width=\"325\" height=\"203\" srcset=\"https:\/\/intelliserver.net\/wordpress\/wp-content\/uploads\/2018\/05\/SKBA-logo-400x250-1.png 400w, https:\/\/intelliserver.net\/wordpress\/wp-content\/uploads\/2018\/05\/SKBA-logo-400x250-1-300x188.png 300w\" sizes=\"(max-width: 325px) 100vw, 325px\" \/><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>SKBA Capital Management, LLC was founded in 1989 by members of the investment team working within the institutional trust department at the Bank of California. The core of the investment team has worked together for over 25 years. SKBA is a 100% employee and founder owned investment adviser registered with the Securities and Exchange Commission.<\/p>\n\n\n\n<p>The firm employs a collaborative team approach to investing which brings together over three decades of experience to investment management. SKBA\u2019s goal is to emphasize long-term wealth accumulation while avoiding risk of a permanent loss of capital. Its managers are disciplined, value managers.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-meet-the-managers\">Meet the Managers<\/h2>\n\n\n\n<p>SKBA\u2019s portfolio management team includes:<\/p>\n\n\n\n<p><strong>Andrew W. Bischel, CFA\u00ae, Chairman, Chief Executive Officer, Chief Investment Officer<\/strong><\/p>\n\n\n\n<p>Mr. Bischel is Chairman, CEO, CIO and a founding member of SKBA. He has been in the industry since 1976 and joined SKBA when the firm was founded in 1989. Mr. Bischel is the lead member of the Investment Strategy Team. Previously, Mr. Bischel worked at Merus Capital Management\/The Bank of California. Mr. Bischel earned his BS in Mathematics and BA in Economics from the University of California at Davis, and his MBA from the California State University at Sacramento. He is a member of the CFA\u00ae Society of San Francisco and the CFA\u00ae Institute. Mr. Bischel is an equity owner of the firm.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-evan-ke-cfa-director-of-quantitative-research\">Evan Ke, CFA\u00ae, Director of Quantitative Research<\/h3>\n\n\n\n<p>Mr. Ke is the Director of Quantitative Research. He is a member of the Investment Strategy Team and is also a securities analyst. Mr. Ke joined SKBA in 2009 as a member of our research internship program and rejoined SKBA in 2011. In between employment at SKBA, Mr. Ke worked in the equity research department at Piper Jaffray. Mr. Ke received a Bachelor of Arts in economics from the University of California at Berkeley. Mr. Ke is a member of the CFA\u00ae Society of San Francisco and the CFA\u00ae Institute. Mr. Ke is an equity owner of the firm.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-joshua-j-rothe-president-director-of-research\">Joshua J. Roth\u00e9, President, Director of Research<\/h3>\n\n\n\n<p>Mr. Roth\u00e9 is President and Director of Research. He has been in the industry since 1991 and joined SKBA in 1994. Mr. Roth\u00e9 is a member of the Investment Strategy Team. Previously, Mr. Roth\u00e9 worked at Lehman Brothers and Kemper Securities. Mr. Roth\u00e9 received his BS in International Business and his MBA with an emphasis in Finance from the University of San Francisco. He is a member the CFA\u00ae Society of San Francisco and the CFA\u00ae Institute. Mr. Roth\u00e9 is an equity owner of the firm.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Matthew R. Segura, CFA\u00ae, Director of Institutional Portfolio Management<\/h3>\n\n\n\n<p>Mr. Segura is the Director of Institutional Portfolio Management. He is a member of the Investment Strategy Team and is also a securities analyst. Mr. Segura joined SKBA in 2007 as a member of our research internship program and rejoined SKBA in 2011. Previously Mr. Segura worked at Charles Schwab &amp; Co performing several roles: A Cash Management team member in the Treasury, and a Manager in Financial Planning and Analysis for Schwab&#8217;s largest retail divisions. Mr. Segura received a BS in business administration from Haas School of Business at UC Berkeley and is a member of the CFA\u00ae Society of San Francisco and the CFA\u00ae Institute. Mr. Segura is an equity owner of the firm.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-investment-approach\">Investment Approach<\/h2>\n\n\n\n<p>SKBA manages the Large Cap Value model using its ValuePlus investment strategy. Investments are selected from a universe of securities passing Azzad\u2019s ethical screens. The strategy seeks to achieve long-term capital appreciation by investing in a diversified portfolio of large cap, undervalued securities. SKBA incorporates a bottom-up, fundamental research process that invests in companies that pass its proprietary initial valuation framework. Only companies that pass SKBA\u2019s initial valuation metrics make it to the next stage where a company\u2019s earnings power is carefully analyzed. SKBA focuses on a company\u2019s balance sheet and income statement strength, competitive position and overall industry prospects, as well as management\u2019s alignment with shareholders\u2019 interests.<\/p>\n\n\n\n<p>SKBA employs a team approach to investing. Its research effort is centralized to ensure that investment ideas translate to each investment discipline. The investment process and expertise are vested in the organization, not just one \u201cstar\u201d manager. Its success is not dependent upon any one individual portfolio manager, analyst or trader, but is the result of a strategy team process. Hence, the portfolio management team process ensures that ideas are cross-fertilized and that investment philosophies are transferred to the next generation of employees. The success of the overall process will undoubtedly outlive the founders of the firm.<\/p>\n\n\n\n<p><a href=\"https:\/\/intelliserver.net\/wordpress\/wp-content\/uploads\/2023\/05\/2-SKBA-2023-ADV-Part-2A-and-2B-Brochure-Supplement.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Click here to read SKBA\u2019s disclosure brochure (ADV Part 2A)<\/a><\/p>\n\n\n\n<p class=\"has-small-font-size\">Azzad makes no assurance that the manner in which SKBA manages its assets in the Large Cap Value model is the same as or entirely consistent with the manner in which it manages any of its other Funds or accounts. Large Cap investing involves risks including loss of principal. CFA\u00ae is a trademark owned by CFA\u00ae Institute.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>SKBA Capital Management manages Azzad&#8217;s large-cap value model<\/p>\n","protected":false},"author":1,"featured_media":6882,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[721],"tags":[],"class_list":["post-11646","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-portfolio-managers"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>SKBA Capital Management - Azzad Asset Management<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"SKBA Capital Management - 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