Segall Bryant & Hamill, a Chicago-based investment firm serving individuals and institutional clients, announced today that its All Cap Equity strategy has reached a 30-year track record. Ralph Segall—SBH’s Chief Investment Officer and one of the firm’s co-founders—has served as the lead portfolio manager for the strategy since its inception on April 1, 1987. The investment strategy has grown to approximately $2.8 billion in assets under management as of December 31, 2016.
“We want to congratulate Ralph on achieving this impressive milestone,” said Phil Hildebrandt, CEO of SBH. “With so much change in the world, this type of stability really stands out.”
The All Cap Equity strategy was launched in 1987 at Stein Roe & Farnham, Inc., the firm where SBH’s co-founders—Mr. Segall, Al Bryant and Jon Hamill—worked together before forming Segall Bryant & Hamill in 1994. The strategy invests in high-quality companies with a market capitalization in excess of $1 billion that are selling at attractive prices. The investment team, which also includes Senior Portfolio Manager Suresh Rajagopal and four analysts, seeks to identify companies that have historically generated superior return on investment (ROI) with long-term potential to outperform.
“We’ve recently revealed a new marketing slogan for our firm called ‘The Art of Consistency,’” said Mr. Hildebrandt. “Ralph truly embodies that message, and his 30-year track record backs it up.”
According to data from eVestment Alliance, less than 1% of open, actively managed U.S. long-only equity strategies have had the same portfolio manager over the past 30-year period, as of December 31, 2016. Since the launch of the SBH All Cap Equity strategy, there have been six U.S. presidents, three recessions, 15 different Super Bowl champions, 10 James Bond films, eight U2 albums and one less planet (sorry, Pluto). On a more substantive note, the time period has also seen the fall of the Berlin Wall, the dissolution of the Soviet Union, the rise of the Internet and many other profound economic and geopolitical shifts.
“Our All Cap strategy has offered consistent results for both institutional and private clients for more than three decades,” said Mark Rewey, Director of Marketing and Business Development. “We remain committed to offering disciplined investments for clients seeking downside protection and a focus on long-term success.”
For more information, please visit www.sbhic.com/consistency.
About Segall Bryant & Hamill
Segall Bryant & Hamill is an independent investment firm based in Chicago, Illinois, with offices in St. Louis, Missouri; Philadelphia, Pennsylvania; and Naples, Florida. As of December 31, 2016, SBH had approximately $10.1 billion in assets under management.