Entities

Segall Bryant & Hamill

Acronym
SBH
Location
Founding Date
1994

Segall Bryant & Hamill is an investment firm that provides professional management of equity, fixed income, alternative, and asset allocation portfolios. SBH works closely with clients to help maximize investment return while aligning with client goals and specific risk constraints. It offers a wide array of investment strategies and aims to build long-lasting relationships with its clients in the wealth management, intermediary, and institutional spaces.

FOUR INVESTMENT PRINCIPLES

  1. SBH focuses primarily on fundamental factors when analyzing and investing in securities.
  2. SBH is a bottom-up investor, building portfolios security-by-security.
  3. SBH places great emphasis on the risk/reward of all the securities considered for purchase.
  4. SBH integrates Environmental, Social and Governance into its investment approach.


Assets under management: $23.6 billion (as of March 31, 2021)