Small Cap Growth

Using in-depth proprietary research to uncover investments with the potential to offer consistent returns over the long term and downside protection through market cycles.

Our experienced small cap equity investment team performs in-depth, bottom-up research to be early in identifying companies that exhibit fundamentally stable growth prospects.

Investment Philosophy

We believe that the key to achieving superior risk-adjusted returns is through a fundamental research process focused on being early to identify companies that exhibit stable growth prospects. These companies can grow sales and cash flows at a higher rate and more consistently than their peers that exhibit more volatility in these metrics.

Seeks companies that control their own fate.

– Embraces industry leaders & disruptors with durable competitive advantages.

– Multi-year growth opportunities.

– Quality management teams that can execute on growth strategy.

– Ability to perform across market cycles.

Our Approach

image of approach

 

image of PSN manager of the decade award    image of PSN 6 stars award

Small Cap Growth Manager of the Decade Small Cap Growth Universe
Small Cap Growth 6 Stars Small Cap Growth Universe
Small Cap Growth 6 Stars Small Cap Universe

 

Strategy Details

Strategy Description

Our Small Cap Growth (SCG) portfolio utilizes a growth investment strategy and consists of companies with a market capitalization that does not typically exceed the largest market capitalization company in the Russell 2000® Growth Index.

Strategy Inception Date1/1/11

VehiclesSeparate Account, Mutual Fund

Benchmark2—Russell 2000 Growth Index

Holdings—70 to 90

 

SCG Team at SBH

15 Years Working Together as a Team

20 Years of Average Experience for Portfolio Managers 

$639.6M Strategy AUM/AUA*

 

Portfolio Managers

image of portfolio manager

Brian C. Fitzsimons, CFA

Director of Small Cap Growth Strategies
MBA, University of Denver
B.S., Metropolitan State University of Denver

 

image of portfolio manager

Mitch S. Begun, CFA

Senior Portfolio Manager
BSBA, University of North Carolina at Chapel Hill

 

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

 

VIEW FACTSHEET

1Based on risk return metrics for the top 3 deciles of growth/volatility in the small cap universe 1992-2019.

2The Russell 2000 Growth Index is a subset of the Russell 3000 Index and measures the performance of 2,000 small cap value companies.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

*As of September 30, 2021. Model UMA assets of $109.2M are included in the AUA portion of the AUM/AUA total. Sharpe Ratio: Risk return metric calculated by subtracting the risk-free rate from the return of the portfolio and dividing that result by the standard deviation of the portfolio’s excess return. Information Ratio: A measurement of portfolio returns beyond the returns of a benchmark, usually an index, compared to the volatility of those returns. 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.

PSN Top Guns Manager of the Decade. As of 12/31/2020.

Criteria: 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 ten-year period ending DECEMBER 31, 2020. Moreover, products must have returns greater than the style benchmark for the ten-year period ending DECEMBER 31, 2020 and also standard deviation less than the style benchmark for the ten-year period ending DECEMBER 31, 2020. At this point, the top ten performers for the latest ten-year period ending DECEMBER 31, 2020 become the PSN Top Guns Manager of the Decade.

PSN Top Guns 6 Star Category. As of 12/31/2020.

6 STAR CATEGORY: 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 five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the TOP GUNS.