Domestic Equities

Workplace Equality

A differentiated approach to values-based investing.

The Workplace Equality strategy was designed for investors to access companies that embody their value of equality without sacrificing returns. We believe that companies with a focus on doing the “right thing” and treating their employees well outperform their peers over time. With this in mind, the strategy invests in U.S. companies with progressive workplace policies that treat all employees equally.
Investment Philosophy
Strategy Description
Approach
Portfolio Managers
Investment Vehicles

Investment Philosophy

Our philosophy is based on the following beliefs:

  • Companies that invest in their human capital, treat their employees with dignity, respect and equality, and value a diverse workforce provide better shareholder returns.
  • Progressive workplace policies that treat all employees equally – regardless of sexual orientation, gender, ethnicity, religion and other preferences – improve a company’s growth trajectory and long-term financial success.
  • Companies exhibiting gender diversity at the board and executive level are better positioned for success.
  • Identifying companies truly employing strong Environmental, Social, and Governance (ESG) practices matters as part of our screening and is best achieved by combining quantitative analysis with rigorous fundamental research.
  • Operationally, organizations that foster equality in the workplace often realize lower employee turnover, higher employee engagement, faster decision-making, better innovation/creativity, and strong reputations in the eyes of customers.

Strategy Description

The Workplace Equality strategy is an equity portfolio consisting of companies doing business in the U.S. with progressive workplace policies that treat all employees equally – regardless of sexual orientation, gender, ethnicity, religion and other preferences. The portfolio management team believes that investing in these types of companies enhances shareholder returns over the long run.

Approach

Workplace Equality Screen

Identify companies doing business in the U.S. with progressive workplace policies. Utilize Workplace Equality Screen to identify candidates for inclusion in the portfolio. Leverage proprietary network of contacts, developed over two decades.

Financial Analysis

Evaluate companies based on sustainable Return on Invested Capital (ROIC), free cash flow growth, margin improvement, management team and ESG factors. Understand economics of business and assess sustainability of the company’s competitive advantage and durability of its cash returns on capital.

Fundamental Research

Qualitatively assess management’s commitment to workplace equality practices. Develop a detailed forecast to drive our intrinsic value model.

Portfolio Construction

Build a diversified portfolio of 40 to 60 holdings that aims to maximize returns while minimizing risk, with adherence to portfolio constraints.

Monitoring

Monitor holdings and screen output for opportunities to improve portfolio risk/reward, valuation, and stable Workplace Equality/ESG performance. Securities may be sold based on a deterioration in fundamental drivers of Workplace Equality or if a superior investment alternative is identified.

Portfolio Managers

Suresh Rajagopal, CFA

Director of All Cap Strategies, Director of ESG Research

READ BIO >

John N. Roberts, Esq.

Senior Portfolio Manager

READ BIO >

William J. Barritt, CFA

Senior Equity Analyst, Portfolio Manager

READ BIO >

VIEW INVESTMENT TEAM

Investment Vehicles

Separate Account

MUTUAL FUND

Related Insights

Explore the views of our thought leaders on related topics.

View All Insights

Contact an Advisor Solutions team member to learn more

contact us

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

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.

Linkedin-in
FOLLOW US
Copyright 2023. All Rights Reserved. SBH is a wholly owned subsidiary of CI Financial, an independent Canadian investment firm.

You are now leaving the SBH main website and entering the SBH Mutual Funds portion. Please note that the SBH main website window will remain open.

Cancel
Okay

How Can We Help You?

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.

How Can We Help You?

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.

How Can We Help You?

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.

How Can We Help You?

We’d love to hear from you and answer any questions you may have about Segall Bryant & Hamill.  You can reach us by submitting this form, by calling (800) 836-4265, or by emailing us at contactus@sbhic.com. We look forward to hearing from you.

"*" indicates required fields

Name*
What type of investor are you?*
This field is for validation purposes and should be left unchanged.

You are now leaving the SBH main website and entering the SBH Mutual Funds portion. Please note that the SBH main website window will remain open.

Cancel
Okay