Small Cap Specialists with Expertise Across the Globe

At SBH, we are small cap specialists with a diverse lineup to help meet the varied asset allocation needs of investors. Spanning the U.S., international and emerging markets and with investment styles ranging from value to growth, our offering consists of distinct investment strategies.

Seeks companies that can grow sales and cash flows at a higher rate and more consistently than their peers and offer a measurable competitive advantage by leading or disrupting industries.  
Seeks companies that generate high or improving levels of Return on Invested Capital (ROIC), are guided by strong management teams, and serve niche markets with defendable competitive advantages.
Seeks companies with management teams focused on driving improvements in Return on Invested Capital (ROIC) that also have defendable competitive advantages and low embedded expectations.

Small Cap Value Select

Seeks companies with management teams focused on driving improvements in Return on Invested Capital (ROIC). Invests in 30 to 40 of the highest conviction holdings from the SBH Small Cap Value strategy.
Seeks companies that generate high or improving levels of Return on Invested Capital (ROIC), are guided by strong management teams, and serve niche markets with defendable competitive advantages.
Utilizing a systematic investment approach, seeks small capitalization emerging market companies believed to exhibit traditional value characteristics coupled with positive company momentum factors.
Utilizing a systematic investment approach, seeks small capitalization companies in developed markets that are believed to exhibit traditional value characteristics coupled with positive company momentum factors.
Seeks to build a concentrated portfolio of underappreciated companies that are generating cash and using it to create value for shareholders and that offer a significant relative upside to our estimate of intrinsic value.

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