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Segall Bryant & Hamill

Segall Bryant & Hamill Parent Rating

Average

Segall Bryant& Hamill's track record as a steward is mixed, leading to an Average Parent Pillar rating.

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 Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

2.70 Bil

Investment Flows (TTM)

−198.90 Mil

Asset Growth Rate (TTM)

−7.51%

# of Share Classes

28

Market

US ETFs

Total Net Assets

123.49 Mil

Investment Flows (TTM)

112.92 Mil

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 1
Name
Morningstar Rating Overall
5-Year Category Rank
Segall Bryant & Hamill Select Equity ETF

Quick Definitions: Key Morningstar Terms

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