The strategy seeks to achieve long-term capital appreciation.
Strategy Description
The strategy blends value-oriented, improving ROIC companies with growth-oriented, high ROIC companies. The strategy targets companies under $15 billion in market cap, typically holds between 70 to 85 companies, is well-diversified across sectors, and generates moderate turnover. We integrate Environmental, Social and Governance factors into our fundamental research process.
Approach
1Source: Furey Research Partners, FactSet. Data as of 03.31.22.
Small Cap Team
Equity Trading
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Investment Vehicles
SMID Cap Equity separate accounts and CITs
Recognition
SMID 5 Stars, Small-Mid Core Universe
SMID 6 Stars, Small-Mid Core Universe
SMID 6 Stars Small-Mid Cap Universe
SMID Manager of the Decade Small-Mid Core Universe
On 2/21/25 SBH SMID Cap strategy was awarded the Zephyr PSN Top Guns Manager of the Decade, 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 did not pay to participate in the PSN Top Guns Awards.
PSN Top Guns Award, 5 Star Category Criteria (Small-Mid Core Universe): 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. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the TOP GUNS.
PSN Top Guns Award, 6 Star Category Criteria (Small-Mid Core Universe): 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.
Top Guns Manager of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Mutual fund and commingled fund products are not included in the universe. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the latest ten year period. Moreover, products must have returns greater than the style benchmark for the latest ten-year period and also standard deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest ten-year period become the PSN Top Guns Manager of the Decade.
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.
