The strategy seeks to achieve long-term capital appreciation through a concentrated portfolio.
Strategy Description
The team seeks high ROIC companies trading at a 20% discount to our proprietary intrinsic valuation and employs proprietary screens to limit the universe to companies with low embedded expectations. The team integrates Environmental Social and Governance (ESG) factors as a key component in the research process, including analysis of ESG exposure materiality and comparisons against industry peers.
Approach
All Cap Team
Equity Trading
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Investment Vehicles
Select Equity separate accounts
Insights
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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.