About SBSIX
The Segall Bryant & Hamill International Small Cap Fund Institutional Class is a mutual fund focused on international small-cap equities. It aims to provide investors with access to the growth potential of smaller companies outside the United States. The fund is managed by Segall Bryant & Hamill, a well-established investment adviser known for its disciplined, research-driven approach to global equities. This vehicle is particularly designed for institutional investors seeking diversification across developed and select emerging international markets. The fund’s strategy emphasizes bottom-up stock selection, targeting attractively valued companies with strong growth prospects primarily located in regions such as Japan, Europe, and the UK. The portfolio is broadly diversified, with its top holdings representing a smaller portion of total assets compared to sector averages, thereby mitigating concentration risk. By investing in international small caps, the fund offers exposure to unique business models and sectors that are underrepresented in larger cap or domestic-only portfolios. Its role is to help investors participate in the dynamism and innovation found among small-cap companies globally, serving as a complement to broader international equity allocations.
Fund Family Segall Bryant & Hamill
Category Foreign Small/Mid Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SBSIX
Share Class -institutional Class
Index MSCI EAFE Small Cap NR USD
SBSIX had a total return of 23.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.72%.
