The strategy seeks to maximize after-tax total income.
Fixed Income Team
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Investment Vehicles
Municipal Short Maturity Fixed Income strategy facts
Recognition
Municipal 6 Stars Municipals Universe
On 2/21/25 SBH Municipal strategy was awarded the Zephyr PSN Top Guns 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, 6 Star Category Criteria (Municipals 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.
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