Strategy Description

Proprietary Ranking Process

 

  • Quantitative model derived from the best practices of traditional fundamental analysis
  • Each security within the universe is ranked (1-10) based on traditional valuation metrics, as well as momentum and profitability factors
  • Rankings seek to systematically identify undervalued stocks that simultaneously exhibit other attractive characteristics
  • This multi-factor approach targets balanced or “well-rounded” securities

Process Built to be Balanced & Robust

Investment Universe

 

  • Evaluates approximately 1,900 companies in 26 emerging markets
    – Market capitalization generally less than ~$3.5 billion
  • Stocks are grouped by country

We integrate Environmental, Social and Governance factors into our investment process.

Approach

Quantitative Equity Team

Equity Trading

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Investment Vehicles

Emerging Markets Small Cap strategy facts

The strategy seeks long-term capital appreciation and is available in separate accounts, CITs, and limited partnerships.

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.