Quality High Yield Strategy

Focusing on high quality standards and overlooked issues.

We believe that Fixed Income portfolios should be high quality and tailored to meet the liquidity, income and capital preservation needs of each of our clients.

Our Approach

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Investment Philosophy

We seek to take advantage of inefficiencies in the fixed income market by identifying overlooked issues that offer a measurable return advantage and meet our high quality standards, generally leading to an emphasis on BB-rated bonds. Our focus is on fundamental analysis and disciplined risk controls rather than market timing. Our consistent process seeks to perform well in all periods with an emphasis on downside protection. The strategy seeks to achieve a long-term total rate of return consistent with preservation of capital.

 

Searching for Optimal Risk/Reward Payoff 

 

 

Source:  ICE BofAML Indexes and Moody’s Investors Service Global Credit Research. Data represents entire fixed income market based on the data sources listed. Data is for the periods ending 9/30/21. Past performance cannot guarantee future results.

 

Protection When it Matters Most

The SBH Quality High Yield strategy’s focus on quality has protected client capital during periods of extreme market stress, as evidenced during the last several major global crises.

 

Strategy Details

Strategy AUM/AUA*
$310.7 million

Team Longevity
PMs have worked together since 2008

Vehicles
Separate Account, Mutual Fund, CIT

Benchmark
Bloomberg U.S. HY 2% Issuer Capped

 

Portfolio Managers

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Troy A. Johnson, CFA

Director of Fixed Income Research
M.S., University of Wisconsin
B.S., Montana State University

 

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Gregory M. Shea, CFA

Senior Portfolio Manager
MSBA, Washington University
B.S., Washington University

SBH Fixed Income at a Glance

15 Investment Professionals
13 Chartered Financial Analysts
24 Years of Average Experience for Portfolio Managers

 

To learn more, reach us at contactus@sbhic.com

 

VIEW FACTSHEET

 

*As of September 30, 2021. Model UMA assets of $0M are included in the AUA portion of the AUM/AUA total. All opinions expressed in this presentation are solely the opinions of Segall Bryant & Hamill. You should not treat any opinion expressed as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of the manager’s opinions. The opinions expressed are based upon information the manager considers reliable, but completeness or accuracy is not warranted, and it should not be relied upon as such. Market conditions are subject to change at any time, and no forecast can be guaranteed. Any and all information perceived from this presentation does not constitute financial, legal, tax or other professional advice and is not intended as a substitute for consultation with a qualified professional. The manager’s statements and opinions are subject to change without notice, and Segall Bryant & Hamill is not under any obligation to update or correct any information provided in this presentation.