Our Small Cap Growth 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. We seek companies that are industry leaders and disruptors, with durable competitive advantages and multi-year growth opportunities. We integrate Environmental, Social and Governance factors into our fundamental research process.
Small Cap Growth 6 Stars, Small Cap Growth Universe
On 5/17/23, SBH Small Cap Growth strategy was awarded Zephyr PSN Top Guns 6 Star Award, 6 Star Category (Small Cap Growth Universe) for the 3-month period ending 3/31/23. You can find more information about the PSN Top Guns Awards at https://pages.financialintelligence.informa.com/psn. Segall Bryant & Hamill did not pay to participate in the PSN Top Guns Awards.
Criteria for PSN Top Guns Award (Small Cap Growth Universe): 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 5-year period. Moreover, products must have returns greater than the style benchmark for the three latest 3-year rolling periods. Products are then selected which have a standard deviation for the 5-year period equal or less than the median standard deviation for the peer group. The top 10 information ratios for the latest 5-year period then become the TOP GUNS.
1Sharpe 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.
2Based on risk return metrics for the top 3 deciles of growth/volatility in the small cap universe 1/1/1992-12/31/2020.
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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.
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