Investment Strategies

Domestic Equities

We offer a diverse array of equity strategies, which utilize a proprietary fundamental research approach. Our focus is on securities that we believe will perform well over market cycles and offer downside protection. Each strategy is managed by an autonomous investment team, which has been built based on a well-defined investment process, asset class expertise, and diversity of thought. Our goal is to deliver superior risk-adjusted returns to our clients over time.

To learn about our Small Cap expertise across the globe, click here.

Seeks companies that can grow sales and cash flows at a higher rate and more consistently than their peers and offer a measurable competitive advantage by leading or disrupting industries.  
Seeks companies that generate high or improving levels of Return on Invested Capital (ROIC), are guided by strong management teams, and serve niche markets with defendable competitive advantages.
Seeks companies with management teams focused on driving improvements in Return on Invested Capital (ROIC) that also have defendable competitive advantages and low embedded expectations.

Small Cap Value Select

Seeks companies with management teams focused on driving improvements in Return on Invested Capital (ROIC). Invests in 30 to 40 of the highest conviction holdings from the SBH Small Cap Value strategy.
Seeks companies that generate high or improving levels of Return on Invested Capital (ROIC), are guided by strong management teams, and serve niche markets with defendable competitive advantages.
Seeks high quality companies that have strong management, broad resources, and a competitive market position, and have historically generated, or are positioned to generate, strong Return on Invested Capital (ROIC).
Seeks high quality companies that have strong management and have historically generated, or are positioned to generate, strong Return on Invested Capital (ROIC). Invests in 15 to 25 highest conviction holdings.

Contact an Institutional Relations professional to learn more

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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.

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