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Segall Bryant & Hamill Small Cap Value Fund Institutional Class (SBHVX)

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13.950 +0.090    +0.65%
28/06 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 504.77M
Type:  Fund
Market:  United States
Issuer:  Segall Bryant & Hamill
Asset Class:  Equity
Segall Bryant & Hamill Small Cap Value 13.950 +0.090 +0.65%

SBHVX Overview

 
On this page you'll find an in-depth profile of Segall Bryant & Hamill Small Cap Value Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of SBHVX among other information.
Category

Small Blend

Total Assets

504.77M

Expenses

0.96%

Inception Date

Jul 31, 2013

Investment Strategy

The investment seeks long term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of small-capitalization companies. It will primarily invest in common stock. The fund's manager considers “small-capitalization companies” to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000® Value Index, at the time of purchase.

Contact Information

Address 540 West Madison Street, Suite 1900
Chicago,IL 60661-2551
United States
Phone 312-474-1222
Fax 312-474-0521
Web sbhic.com

Top Executives

Name Title Since Until
Mark T. Dickherber Director of Research 2013 Now
Biography Mark Dickherber is a Principal and Director of Segall Bryant & Hamill's Small Cap strategies. He is the lead Portfolio Manager for our Small Cap Value strategy and the Co-Portfolio Manager for our Small Cap Core and Small Cap Value Concentrated strategies. He is also responsible for equity research in the Small Cap and Small/Mid Core equity portfolios. Mr. Dickherber is a specialist in the healthcare sector. Prior to joining SBH, Mr. Dickherber served as Director of Research for Kennedy Capital Management, where he had worked since 1996. Mr. Dickherber graduated magna cum laude from the University of Missouri-St. Louis with a B.S. in Accounting. He served as Treasurer for the CFA Society of St. Louis from 2004-2006 and as a Director from 2006-2008. Mr. Dickherber has been in the investment industry since 1996 and has earned Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations.
Shaun P. Nicholson Principal, Senior Portfolio Manager 2013 Now
Biography Shaun Nicholson is a Principal and Senior Portfolio Manager for Segall Bryant & Hamill's Small Cap strategies. He is the lead Portfolio Manager for our Small Cap Value Concentrated strategy and the Co-Portfolio Manager for our Small Cap Value strategy. Mr. Nicholson is responsible for research related to materials, autos/transports, industrials, regional banks and energy within the respective portfolios. He joined SBH in 2011 after having spent more than six years at Kennedy Capital Management. Prior to Kennedy, Mr. Nicholson's experience was as an Associate Portfolio Manager at U.S. Bancorp Asset Management and as a Financial Analyst at The Boeing Company. Mr. Nicholson earned a B.S. from Seton Hall University and earned an MBA from the University of Missouri-St. Louis. He has been in the investment industry since 2002.
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