About SBHAX
Segall Bryant & Hamill All Cap Fund Institutional Class is an actively managed mutual fund designed to pursue long-term capital appreciation by investing across a broad spectrum of U.S. equities. Distinguished by its all-cap approach, the fund selectively allocates its assets among companies of varying sizes, encompassing large, mid, and small capitalization stocks. Its investment process is grounded in a bottom-up, fundamental research methodology intended to identify high-quality, high-return-on-invested-capital businesses trading at attractive valuations. This strategy enables the fund to capitalize on opportunities across diverse market sectors and investment styles, resulting in a portfolio that is both flexible and dynamic.
The fund's research-driven philosophy incorporates proprietary valuation techniques and includes environmental, social, and governance (ESG) factors in its analysis. Notable risks associated with the fund include heightened volatility from exposure to small- and mid-sized companies, potential sector concentration, and indirect foreign investment risk. Segall Bryant & Hamill All Cap Fund Institutional Class plays a significant role in the market by offering institutional investors diversified U.S. equity exposure with a disciplined risk-managed process, seeking to generate sustainable, risk-adjusted returns over various market cycles.
Fund Family Segall Bryant & Hamill
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SBHAX
Share Class -institutional Class
Index Russell 3000 TR
SBHAX had a total return of 10.81% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.83%.
