SBH Summit – Equities

On September 28, SBH hosted a virtual summit featuring SBH equity portfolio managers who shared their perspectives on what lies ahead for the domestic and international equity markets, including why domestic small caps are still an important part of asset allocation and where they are finding opportunities in international markets.

We invite you to watch the replay below.


Welcome Remarks from SBH CEO Philip Hildebrandt

All Cap Market Outlook

Featuring ​Ralph Segall, CIO, and Suresh Rajagopal, CFA, Director of All Cap Strategies, Director of ESG Research


Domestic Small Cap Equity Panel: From Volatility to COVID Variants

Featuring ​Brian Fitzsimons, CFA, Director of Small Cap Growth Strategies, Jeffrey Paulis, CFA, Senior Portfolio Manager, and Shaun Nicholson, Senior Portfolio Manager



Considerations in International Small Cap Equity

Featuring Scott Decatur, Ph.D., Director of Quantitative International Strategies and John Fenley, CFA, Director of Fundamental International Strategies



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