The strategy seeks to achieve long-term capital appreciation through a concentrated portfolio.
Small Cap Team
Equity Trading
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Investment Vehicles
Small Cap Value Select Equity facts
Recognition
SCV Select Manager of the Decade Small Cap Value Universe
On 2/21/25 SBH Small Cap Value Select strategy was awarded the Zephyr PSN Top Guns Manager of the Decade 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.
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.
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