From Nuveen Investments

Experts in Dividend Growth

Santa Barbara Asset Management is a high conviction equity manager that applies a consistent approach to seeking superior risk-adjusted returns from long-term investment in quality companies with the fundamentals to sustain future dividend growth.

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Video: Why Active Should Matter Moving Forward

John Gomez, President of Santa Barbara Asset Management, discusses why stock selection should matter moving forward.

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The Case for Diversification across the Dividend Yield Spectrum

Focusing on the highest dividend yielders may not always result in the highest return.

Data source: FactSet Alpha Testing, 1/1/07-3/31/17. Past performance is no guarantee of future results. Diversification does not protect against loss. Non-dividend payers are those companies in the S&P 500 Index that have a yield of 0.0%.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with his or her advisors. This material is for informational and educational purposes only and is not intended to predict or depict performance of any investment. All investments carry a certain degree of risk, including possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Different indices and economic periods will produce different results. Indices are unmanaged and unavailable for direct investment. Equity investments are subject to market risk or the risk that stocks will decline in response to such factors as adverse company news or industry developments or a general economic decline. Dividends are not guaranteed and will fluctuate. Dividend yield is one component of performance and should not be the only consideration for investment.

Select Dividend Growth Wins Asset View Award

Select Dividend Growth was recognized as a top performing asset manager by CAMRADATA Asset View Awards in the Global Equity – Large Cap Core (USD) universe as of December 31, 2016.

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An Economic Perspective on Dividends

An actively managed portfolio of high-quality companies with the fundamentals for sustainable dividend growth has the potential for higher long-term total return with lower risk. Insight into the historical performance and trends of the asset class: Corporate Outlook, Market Environment, Payout Ratio, Long-term view, Global View, Active Management.

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Santa Barbara Strategies

We seek to outperform the index while experiencing less volatility and provide better downside protection* through a broadly diversified portfolio that maintains high active share.

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*There is no assurance that downside protection will be achieved.

Risks and Other Important Considerations

This information should not be relied upon as investment advice, recommendations, offers or solicitation of any particular security, asset class, fund, strategy, or investment product. Investing entails risk, including the possible loss of principal. There can be no assurance that any investment or asset class will provide positive performance over any period of time. Dividend yield is one component of performance and should not be the only consideration for investment. Dividends are not guaranteed and will fluctuate. Equity investments such as large-cap stocks are subject to market risk or the risk of decline in response to adverse company news, industry developments, or a general economic decline. Investments in small- and mid-cap companies are subject to greater volatility. Non-U.S. investing presents additional risks such as the potential for adverse political, currency, economic, social or regulatory developments in a country including lack of liquidity, excessive taxation, and differing legal and accounting standards. Past performance does not guarantee future results.

The statements contained herein reflect the opinions of Santa Barbara Asset Management, LLC (“Santa Barbara”) as of the date written. Certain statements are forward looking and/or based on current expectations, projections, and information currently available to Santa Barbara. Such statements may or may not be accurate over the long-term. While we believe we have a reasonable basis for our comments and we have confidence in our opinions, actual results may differ from those we anticipate. We cannot assure future results and disclaim any obligation to update or alter any forward-looking statements, whether as a result of new information, future events, or otherwise. Statistical data was taken from sources which we deem to be reliable, but their accuracy cannot be guaranteed.

Santa Barbara Asset Management, LLC is a registered investment adviser and an affiliate of Nuveen, LLC.

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Singular Focus. Unwavering Approach. Compelling Results.*

*Santa Barbara Performance Results