SEGALL BRYANT & HAMILL Overview
Segall Bryant & Hamill Llc is an investment advisor that manages 9.7 BN dollars in regulatory AUM and has 61 employees, of which 30 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 9BN in positions, representing 95% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 9BN in positions, representing 95% of the manager's regulatory AUM.
SEGALL BRYANT & HAMILL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SEGALL BRYANT & HAMILL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 2.43% | Tech | 9.89% | -0% | 0 | 45% | ||
| MSFT | 2.19% | Tech | 13.35% | 0.07% | 0 | 53% | ||
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FEATURED IN
SEGALL BRYANT & HAMILL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ralph M. Segall | Member, Management Committee; Owner Through Sbgp Holdings, Inc. | July-1994 |
| Philip L. Hildebrandt | Chief Executive Officer; Member, Management Committee | October-2006 |
| Paul A. Lythberg | Chief Compliance Officer | January-2013 |
| Carl D. Thoma | Member Management Committee | February-2014 |
| Lee M. Mitchell | Member Management Committee | August-2014 |
SEGALL BRYANT & HAMILL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
SEGALL BRYANT & HAMILL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Research Process
SBH’s investment philosophy emphasizes the selection of securities for client portfolios by means of fundamental analysis. Based on the nature of the prospects for the issuing entity (for example, a company or governmental unit), which may be assessed by reference to its prior financial history and SBH’s knowledge of the industry, SBH’s professional staff will reach a judgment on the value of the security relative to its current price, seeking to buy those that are selling at less than SBH believes the value to be or will be. SBH’s professional staff will consider a variety of factors in reaching these conclusions, which include (but are not limited to), reviewing the company’s financial history, interviews with management, discussions with other professional analysts, and discussions with other industry participants.
Investment Strategies
All Cap Equity, Mid Cap...
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Research Process
SBH’s investment philosophy emphasizes the selection of securities for client portfolios by means of fundamental analysis. Based on the nature of the prospects for the issuing entity (for example, a company or governmental unit), which may be assessed by reference to its prior financial history and SBH’s knowledge of the industry, SBH’s professional staff will reach a judgment on the value of the security relative to its current price, seeking to buy those that are selling at less than SBH believes the value to be or will be. SBH’s professional staff will consider a variety of factors in reaching these conclusions, which include (but are not limited to), reviewing the company’s financial history, interviews with management, discussions with other professional analysts, and discussions with other industry participants.
Investment Strategies
All Cap Equity, Mid Cap...
Unlock Full Investment Process Description
SEGALL BRYANT & HAMILL Portfolio Concentration
SEGALL BRYANT & HAMILL Location
540 WEST MADISON STREET
SUITE 1900
CHICAGO, Illinois
UNITED STATES, 60661-2551
SUITE 1900
CHICAGO, Illinois
UNITED STATES, 60661-2551
SEGALL BRYANT & HAMILL Contact Information
Phone Number: 1-800-836-4265
Fax Number: 312-474-0521
Website: http://www.sbhic.com
Fax Number: 312-474-0521
Website: http://www.sbhic.com
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