International Equities

Fundamental International Small Cap

A Differentiated Approach to International Small Cap Investing

We believe our approach of thoroughly understanding the quality of businesses allows us to build a concentrated portfolio of underappreciated opportunities with the highest potential upside. Our belief is that investing in companies that are generating cash and using it to create value for shareholders delivers superior risk-adjusted performance and that the market rewards companies over time for their free cash flows rather than their reported earnings.
Investment Philosophy
Strategy Description
Approach
Portfolio Managers
Investment Vehicles
Literature

Investment Philosophy

We believe companies that meet our quality standards generate value over time and purchasing these companies at a discount to intrinsic value maximizes potential upside. Business-specific qualities are the largest determinant of value creation over time. We believe integrating Environmental, Social and Governance (ESG) factors into our approach increases return potential while lowering risk.

Strategy Description

The strategy seeks to achieve long-term capital appreciation. We invest in a company only if we see a significant upside to our estimate of intrinsic value. We focus on finding the best opportunities in any market, naturally leading to diversification across regions and sectors.

 

Investment Process: Overview

Risk Management Encompasses Entire Process

 

Fast-Growing, Attractively Priced Companies Outperform

Active Return by Earnings Yield Quintile (1 Year Holding Period)*

 

We seek to buy companies with proven business models that have sustainable growth trajectories. By thoroughly understanding company fundamentals, we are able to assess intrinsic value and make high-conviction investments that we hold for long periods of time. We are disciplined about valuation, buying only stocks trading at significant discounts. We integrate Environmental, Social and Governance factors into our fundamental research process.

Learn more about the strategy in this video.

Approach

Unbiased Approach

Utilizes an unbiased approach to evaluating companies as we believe this allows us to assess each company fully and consider the best opportunities regardless of market sentiment.

Rigorous Research

Applies rigorous, independent fundamental research to identify companies that meet our quality standards and that are under-researched and under-owned by our peers.

Quality Focus

Assesses businesses in a systematic and objective way with the belief that high quality companies generate value over time.

Intrinsic Value

Purchases companies that meet our quality standards at discounts to intrinsic value in order to maximize potential upside.

Portfolio Managers

John C. Fenley, CFA

Director of Fundamental International Strategies

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*Source: FactSet, Internal calculations. Equal-weighted holdings, rebalanced monthly,1/31/2003 through 12/31/2019. Past performance does not guarantee future results.

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

All opinions expressed in this material 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 material 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 material.

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