All Cap Core Thematic Team

Equity Trading

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All Cap Core Thematic

Recognition

 

ACC SMA  4 Stars, MA US Core Universe

 

ACC SMA  5 Stars, MA US Core Universe

 

ACC SMA  6 Stars, MA US Core Universe

 

ACC SMA  5 Stars, MA US Equity Universe

 

ACC SMA  6 Stars, MA US Equity Universe 

 

On 05/19/25 SBH All Cap Core Thematic strategy was awarded the Zephyr PSN Top Guns 4, 5 and 6 Star Category for the 3-month period ending 03/31/25. You can find more information about the PSN Top Guns Award here. CI Segall Bryant & Hamill Asset Management did not pay to participate in the PSN Top Guns Awards and had no influence over the selection process.   

 

PSN Top Guns Award, 4 Star Category Criteria (All Cap Core Thematic): The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. 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 recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.

 

PSN Top Guns Award, 5 Star Category Criteria (All Cap Core Thematic): The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. 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 recent 5-year period. Moreover, products must have returns greater than the style benchmark for the 3 latest 3-year rolling periods. Products are then selected which have a standard deviation for the 5-year period equal or less than the median standard deviation for the peer group. The top 10 information ratios for the latest 5-year period then become the TOP GUNS.

 

PSN Top Guns Award, 6 Star Category Criteria (All Cap Core Thematic): The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. 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 recent 5-year period. Moreover, products must have returns greater than the style benchmark for the 3 latest 3-year rolling periods. Products are then selected which have a standard deviation for the 5-year period equal or less than the median standard deviation for the peer group. The top 10 information ratios for the latest 5-year period then become the TOP GUNS. 

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