SBH Mutual Funds and Collective Investment Trusts

The Segall Bryant & Hamill family of funds gives investors access to the depth and expertise of our institutional portfolio management teams. With 14 mutual funds across 15 asset classes, investors can benefit from our diverse offering, which is grounded in our time-tested proprietary research.

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SBH At a Glance

Segall Bryant & Hamill is an investment firm with locations in Chicago, Denver, St. Louis, Philadelphia and Naples, Florida. SBH was established in 1994 by a group of investment professionals with more than 20 years of prior experience working together.

At SBH, we believe that quality investing may be enhanced by a strong corporate culture that attracts the best talent. Today’s investment markets are increasingly intertwined, creating a need for information flow between our equity, fixed income and alternative teams. Our collegial atmosphere is a defining characteristic in our goal of providing investment excellence for our clients.

We offer many of our investment strategies through pooled investment vehicles, including mutual funds and Collective Investment Trusts (CITs).

*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
** Data as of December 31, 2022. Model UMA assets of $490.0 million are included in the AUA portion of the AUM/AUA total as of December 31, 2022.
14 Different Mutual Funds
Nearly 70% Investment professionals that are CFA® charterholders*
25+ Average years of experience of our portfolio managers
$22.2 Billion Total firm assets under management/assets under advisement**