CHICAGO, Feb. 18, 2021 /PRNewswire/ -- Segall Bryant & Hamill (SBH), an investment
management firm headquartered in Chicago, announced today the promotion of
Zachary Rosenstock, CFA, to
Assistant Portfolio Manager on the firm's Small Cap ROIC team.
Specifically, Mr. Rosenstock will become the Assistant Portfolio
Manager of the team's Small Cap Core and SMID Cap investment
strategies. Mr. Rosenstock has been a Senior Equity Analyst on the
team since 2011 and has 16 years of investment experience.
In this role, Mr. Rosenstock will expand his responsibilities to
include portfolio strategy and client and consultant
communications. He will continue to primarily focus on the
technology sector but will also broaden his research coverage to
assist with other sectors.
"For nearly a decade, Zach has been an outstanding teammate and
key member of our team through his coverage of the technology
sector," said Jeffrey Paulis, CFA,
Principal, Senior Portfolio Manager, and Lead Portfolio Manager of
the SBH Small Cap Core and SMID Cap strategies. "In his expanded
role, we're excited to broaden the use of Zach's skill set within
our investment strategies and with our clients and consultant
partners."
The investment philosophy of the SBH Small Cap ROIC team is
based on the belief that high and improving Return on Invested
Capital (ROIC) levels are important drivers of long-term
outperformance in the small cap universe. The team seeks to combine
this ROIC approach within niche market focused companies that have
defendable competitive advantages. Investment opportunities at SBH
that follow this philosophy include the Small Cap Core and SMID Cap
strategies.
About Segall Bryant &
Hamill
Segall Bryant & Hamill is an
independent investment firm headquartered in Chicago, with offices in Denver, Philadelphia, St.
Louis, and Naples, Florida.
The firm was established in 1994 and had over $23 billion* in assets under management/assets
under advisement as of December 31,
2020. SBH offers a range of investment strategies and
customized solutions for institutional, advisor and wealth
management clients, including domestic, international, and global
equity; fixed income; and alternatives.
SBH is a signatory of the United Nations' Principles for
Responsible Investment (PRI). Signing the internationally
recognized PRI shows the firm's commitment to responsible
investment within a global community, seeking companies that
exhibit positive stewardship in their environmental, social, and
corporate governance practices.
For more information, please visit www.sbhic.com.
* Model UMA assets of approximately $209
million are included in the AUA portion of the AUM/AUA total
as of December 31, 2020.
On January 25, 2021, CI Financial
Corp. ("CI") (TSX: CIX; NYSE: CIXX), a diversified global asset and
wealth management company and Segall
Bryant & Hamill announced an agreement under which CI
will acquire SBH. The deal is expected to close in the second
quarter of 2021, subject to regulatory, stock exchange and other
customary closing conditions.
CFA® and Chartered Financial Analyst® are registered trademarks
owned by CFA Institute.
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SOURCE Segall Bryant &
Hamill