SMID Cap Strategy Receives Zephyr PSN Top Guns Manager of the Decade 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 for the 3-month period ending 12/31/23.

We believe this award 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.

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

Contact an Advisor Solutions team member to learn more​

About PSN: For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Unique to PSN is its robust historical database of nearly 40 years of data including net and gross-of-fee returns.


PSN Top Guns Award, Manager of the Decade Criteria (Small-Mid Core Universe): The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. 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 10-year period ending 12/31/23. Moreover, products must have returns greater than the style benchmark for the 10-year period ending 12/31/23 and also standard deviation less than the style benchmark for the 10-year period ending 12/31/23. At this point, the top 10 performers for the latest 10-year period ending 12/31/23 become the PSN Top Guns Manager of the Decade.

 

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