The strategy seeks to achieve long-term capital appreciation and is available in separate accounts, a mutual fund and CITs.
Strategy Description
The goal of the strategy is to identify attractive investments across market caps and investment styles based on our bottom-up, fundamental research approach. We seek to invest in high ROIC companies trading at a 20% discount to our proprietary intrinsic valuation and employ proprietary screens to limit the universe to companies with low embedded expectations. Our all-weather approach has generated consistently positive risk-adjusted returns over different market cycles. We integrate Environmental, Social and Governance factors into our fundamental research process.
Approach
All Cap Team
Equity Trading
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Investment Vehicles
All Cap strategy facts
Insights
Take the next step
Contact an Advisor Solutions Team Member
All opinions expressed in this material 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 material 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 material.
