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.

Small Cap Growth

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.  
Meet the Team
STRATEGY
PROFILE
VIDEO
FACTSHEET
M Link
MUTUAL
FUND

Small Cap Core

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.
Meet the Team
STRATEGY
PROFILE
VIDEO
FACTSHEET
M Link
MUTUAL
FUND

Small Cap Value

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.
Meet the Team
STRATEGY
PROFILE
VIDEO
FACTSHEET
M Link
MUTUAL
FUND

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.
Meet the Team
VIDEO
FACTSHEET

SMID Cap

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.
Meet the Team
STRATEGY
PROFILE
VIDEO
FACTSHEET

All Cap

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).
Meet the Team
STRATEGY
PROFILE
FACTSHEET
M Link
MUTUAL
FUND

Select Equity

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 holdings from the SBH All Cap strategy.
Meet the Team
STRATEGY
PROFILE
FACTSHEET

Workplace Equality

Seeks companies doing business in the U.S. with progressive workplace policies that invest in their human capital and treat all employees equally—regardless of sexual orientation, gender, ethnicity, religion, and other preferences.
Meet the Team
STRATEGY
PROFILE
M Link
MUTUAL
FUND

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