Small Cap Core Strategy Awarded the Zephyr PSN Top Guns 6 Star Award

We are pleased to share that Segall Bryant & Hamill’s Small Cap Core strategy was awarded the Zephyr PSN Top Guns 6 Star Award in the Small Cap Core Equity Universe for the 3-month period ending 12/31/23.

We believe this is a testament to the discipline of our proven strategy, which is grounded in the belief that return on invested capital (ROIC) and its byproduct, free cash flow, are the most important drivers of long-term outperformance in the small- and mid-capitalization universe.

Interested in learning more?  Read more about the strategy here and view portfolio characteristics and performance here.

This award was received on 2/21/24 and the firm did not pay to participate. You can find more information about the PSN Top Guns here

Contact an Advisor Solutions team member to learn more​

PSN Top Guns Award, 6 Star Category Criteria (Small Cap Core Equity Universe): The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an R-squared of 0.80 or greater relative to the style benchmark for the recent 5-year period. Moreover, products must have returns greater than the style benchmark for the 3 latest 3-year rolling periods. Products are then selected which have a standard deviation for the 5-year period equal or less than the median standard deviation for the peer group. The top 10 information ratios for the latest 5-year period then become the TOP GUNS.

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