The International Small Cap Equity strategy seeks long-term capital appreciation and is available in separate accounts and CITs.
Strategy Description
Proprietary Ranking Process
- Quantitative model derived from the best practices of traditional fundamental analysis
- Each security within the universe is ranked (1-20) 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 2,200 companies in 21 developed markets
–Market capitalization generally less than $3.5 billion - Stocks are grouped by sector within region (and sub-region)
We integrate Environmental, Social and Governance factors into our .
Approach
- Quantitatively Driven
Systematic, objective methodology that derives its advantage from unemotional adherence to drivers of excess returns. Broad stock coverage facilitated by systematization of our investment methodology.
- Valuation
Equity research on international markets has demonstrated that stocks with low valuation ratios have historically produced superior returns over more expensive stocks. Markets are inefficient and thus a disciplined investor can uncover and capitalize on mispricings over the long term.
- Intelligent Risk Taking
We focus our risk allocation where the largest potential reward exists and limit bets that introduce excessive risk levels relative to the associated expected return. Strict adherence to these disciplines, including neutrality to region and sectors, gives the portfolio attractive risk characteristics. We additionally monitor Environmental, Social, and Governance (ESG) factors as a risk measure.
Quantitative Equity Team
Equity Trading
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Investment Vehicles
- Separate Account
- CIT
- Mutual Fund

International Small Cap Equity strategy facts
- Factsheet
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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.