Advisor Solutions
Advisor Solutions

STRATEGIES FOR FINANCIAL ADVISORS

Through our deep investment management and strong research capabilities, we have built long-lasting relationships with some of the most reputable financial services firms in the country. These firms have benefitted from our breadth of expertise in domestic/international equities and fixed income strategies.

International/Global Equities

We provide our clients with a diverse array of international, global and emerging markets strategies. We offer both systematic and fundamental investment approaches through diversified and more concentrated portfolios.

  • Emerging Markets Small Cap

    FACTSHEET

    • AUM/AUA: $40.7 million*
      Inception Date: 6/1/16

      Our Emerging Markets Small Cap equity portfolio utilizes a systematic approach to investing in small capitalization emerging market companies around the world.

  • Emerging Markets

    FACTSHEET |

    • AUM/AUA: $163.8 million*
      Inception Date: 7/1/11

      Our Emerging Markets equity portfolio utilizes a systematic approach to investing in emerging market companies around the world.

  • International Small Cap

    FACTSHEET |

    • AUM/AUA: $1,409.4 million*
      Inception Date: 5/1/08

      Our International Small Cap equity portfolio utilizes a systematic approach to investing in small capitalization companies in developed markets around the world.

  • Fundamental International Small Cap

    FACTSHEET |

    • AUM/AUA: $44.4 million
      Inception Date: 7/1/2006

      Our Fundamental International Small Cap equity portfolio utilizes a fundamental investment approach and consists of companies with a market capitalization typically in the range of the MSCI ACWI ex-US Small-Cap Index.

  • Global Large Cap

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    • AUM/AUA: $48.3 million*
      Inception Date: 5/1/2013

      Our Global Large Cap equity portfolio combines proprietary quantitative screening and independent fundamental research to invest in well-established companies, both in the U.S. and developed foreign markets, with the potential to grow their dividend streams over time. These companies typically have a market capitalization in the range of the MSCI World Index.

    • *Data as of June 30, 2019. To provide transparency into the firm’s Model UMA assets, SBH is renaming AUM (Assets Under Management) to AUM/AUA (Assets Under Advisement) and providing Model UMA assets quarterly, starting with 2Q19.
Quarterly Updates

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