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Segall Bryant & Hamill Colorado Tax Free Fund Retail Class (WTCOX)

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10.45 0.00 0%

28/06 - Closed. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 108.14M

Type: Fund

Market: United States

Issuer: Westcore

Asset Class: Equity

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WTCOX Overview

On this page you'll find an in-depth profile of Segall Bryant & Hamill Colorado Tax Free Fund Retail Class. Learn about the key management, total assets, investment strategy and contact information of WTCOX among other information.

Investment Strategy

The investment seeks income exempt from both federal and Colorado state personal income taxes. The fund will invest at least eighty percent (80%) of the value of its net assets, plus any borrowings for investment purposes, in securities, the income from which is exempt from both federal and Colorado state income tax. It focuses primarily on investment-grade quality municipal bonds that are rated in one of the three highest investment-grade categories at the time of purchase by one or more nationally recognized rating agencies such as Moody's or Standard & Poor's. The fund is non-diversified.

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
Nicholas J. Foley	Municipal Credit Analyst	2016	Now
Biography	Nicholas J. Foley is a senior portfolio manager at Segall Bryant & Hamill, LLC. Mr. Foley joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as a portfolio manager and municipal credit analyst and trader on the Fixed Income team. Prior to joining Denver Investments in 2012, Mr. Foley was an associate portfolio manager and lead fixed income trader at the Bank of the West/BNP Paribas Group and a financial analyst with Janus Capital Group. Prior to that, he was a senior analyst at Washington Mutual Bank. Mr. Foley earned his B.A. from Gonzaga University.
Kenneth A. Harris	Senior Portfolio Manager	2005	2023
Biography	Kenneth A. Harris, CFA, is a senior portfolio manager at Segall Bryant & Hamill, LLC. Mr. Harris joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as the director of Fixed Income and as a portfolio manager on the Fixed Income team. Prior to joining Denver Investments in 2000, Mr. Harris was the treasurer of Blue Cross and Blue Shield of Colorado. Mr. Harris received a BBA from the University of Arizona and an MBA from the University of Colorado at Denver.
Thomas B. Stevens	Portfolio Manager	1999	2013
Biography	Thomas B. Stevens, CFA is a Partner and Portfolio Manager at Denver Investments on the Fixed-Income Team. Prior to joining the firm in 1986, Mr. Stevens was a Vice President and Portfolio Manager for Fidelity Bank and a Fixed Income Portfolio Manager for National Investment Services of America. He began his investment career as a Fixed Income Trader for the National Bank of Detroit. Mr. Stevens received a BA from the University of Virginia and an MBA from Columbia University. He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Colorado.
Glen T. Cahill	co-manager	2002	2004
Biography	Cahill is vice president of Denver Investment Advisors and has been primarily responsible for the day-to-day co-management of Westcore Plus Bond Fund, since October 1, 2000. He also co-manages Westcore Colorado Tax-Exempt fund. He has been with the Adviser since 1984 and has been active in the management of fixed-income securities for 17 years.
Robert O. Lindig	Vice President, Investment Officer	1991	1999
Biography	Lindig is a vice president and trust officer of First Interstate Bank of Denver NA, his employer since 1984. Previously, he worked for five years at B.C. Christopher. Lindig has 32 years of experience in the institutional bond market. He was born June 6, 1936 in New York City.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westcore CO Tax-E.	10.45	0.00	0%