The firm's lasting product shelf is its strength. Its 10-year risk-adjusted success ratio of 70% means that 70% of its strategies have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. The longest-tenured strategy managers at Segall Bryant& Hamill are worth mentioning. With 20 years of average asset-weighted tenure, this group has a wealth of experience to draw upon should markets head south. Despite other redeeming qualities as a firm, Segall Bryant& Hamill has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.
Segall Bryant& Hamill's track record as a steward is mixed, leading to an Average Parent Pillar rating.