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
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Investment Vehicles
Select Equity separate accounts
Recognition
Select Equity 6 Stars, All Cap Universe
Select Eq Manager of the Decade All Cap Universe
On 2/21/25 SBH Select Equity strategy was awarded the Zephyr PSN Top Guns 6 Star and Manager of the Decade Award for the 3-month period ending 03/31/25. You can find more information about the PSN Top Guns Award here. Segall Bryant & Hamill did not pay to participate in the PSN Top Guns Awards.
PSN Top Guns Award, 6 Star Category Criteria (All Cap Universe): The peer groups 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. 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.
