SBH Mutual Funds, ETFs, and Collective Investment Trusts

The Segall Bryant & Hamill (SBH) family of funds gives investors access to the depth and expertise of our institutional portfolio management teams. With funds across 11 investment styles, 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, Philadelphia, New York and St. Louis. SBH was established in 1994 by a group of investment professionals with more than 20 years of prior experience working together.

SBH’s strength comes from the depth of its investment expertise. We offer a diverse array of equity strategies across geographies in addition to fixed income strategies across the yield curve and credit spectrum. Our strategies are managed by teams of highly credentialed professionals, whose experience in research, security selection and risk management works on our clients’ behalf.

We offer many of our investment strategies through pooled investment vehicles, including mutual fund, ETF, and Collective Investment Trusts (CIT) structures.

*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
** Data as of March 31, 2024. Corient Private Wealth assets of $7.03 billion are included in the AUM portion and Model UMA assets of $558.5 million are included in the AUA portion of the AUM/AUA total as of March 31, 2024.
15 Different Mutual Funds
Nearly 75% Investment professionals that are CFA® charterholders*
25+ Average years of experience of our portfolio managers
$25.4 Billion Total firm assets under management/assets under advisement**