The strategy blends value-oriented, improving ROIC companies with growth-oriented, high ROIC companies. The strategy targets companies under $15 billion in market cap, typically holds between 70 to 85 companies, is well-diversified across sectors, and generates moderate turnover. We integrate Environmental, Social and Governance factors into our fundamental research process.
Separate Account
CIT
SMID Cap Manager of the Decade, Small-Mid Core Universe
On 2/21/23 SBH SMID Cap strategy was awarded the Zephyr PSN Top Guns Manager of the Decade Award for the 10-year period ending 12/31/22. You can find more information about the PSN Top Guns Award here. Segall Bryant & Hamill did not pay to participate in the PSN Top Guns Awards.
PSN Top Guns Award, Manager of the Decade Criteria (Small-Mid Core Universe): 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 comingled 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 10-year period ending 12/31/22. Moreover, products must have returns greater than the style benchmark for the 10-year period ending 12/31/22 and also standard deviation less than the style benchmark for the 10-year period ending 12/31/22. At this point, the top 10 performers for the latest 10-year period ending 12/31/22 become the PSN Top Guns Manager of the Decade.
1Source: Furey Research Partners, FactSet. Data as of 03.31.22.
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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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