CHICAGO--(BUSINESS WIRE)--Segall Bryant & Hamill (SBH) announced today that the Westcore family of mutual funds will be officially integrated into the Segall Bryant & Hamill Funds. The restructuring of the mutual funds comes as a result of SBH’s acquisition of Denver Investments, the advisor to the Westcore Funds. On May 2, 2018, SBH announced that it had closed on the acquisition of Denver Investments, creating a firm with nearly $20 billion in combined assets.*
“We’re very excited to welcome our talented new colleagues from Denver,” said Philip L. Hildebrandt, SBH’s Chief Executive Officer. “And we’re thrilled that SBH clients will now have access to nearly all of our investment strategies through our newly expanded mutual fund family.”
Segall Bryant & Hamill Funds will offer 18 different mutual funds across 14 asset classes. Mutual fund offerings include domestic small cap, mid cap, large cap and all cap equity; international, global and emerging markets equity; and taxable and tax-free fixed income. The fund tickers for the former Westcore Funds will remain the same, but the fund names will be changed to reflect that Segall Bryant & Hamill is now the advisor to the funds.
“Our expanded suite of mutual funds complement our extensive range of separate accounts and our ability to customize portfolios to meet client-specific needs,” said Mark Rewey, SBH’s Director of Marketing and Business Development. “In particular, we have the ability to offer fixed income solutions across the entire maturity and ratings spectrum, as well as expertise in domestic, international and emerging market small cap equities.”
As part of SBH’s acquisition of Denver Investments, SBH has created a new Advisor Solutions team, led by Mr. Rewey. The Advisor Solutions team works with financial advisors and other investment professionals to help them address the unique needs of their clients.
*Assets under management(AUM) totaled approximately $19.9 billion as of March 31, 2018, reflecting the combined AUM of Segall Bryant & Hamill and Denver Investments as of that date.
About Segall Bryant & Hamill
Segall Bryant & Hamill is an independent investment firm headquartered in Chicago, with offices in Denver, St. Louis, Philadelphia, and Naples, Florida. The firm was established in 1994 and had approximately $19.9 billion in assets under management (AUM) as of March 31, 2018, reflecting the combined AUM of Segall Bryant & Hamill and Denver Investments at that time period. The firm offers domestic, international and global equity strategies; fixed income strategies and solutions; and alternative strategies for institutional clients and individual investors. For more information, please visit www.sbhic.com. For information about the Segall Bryant & Hamill Funds, please visit www.sbhfunds.com.
There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including potential loss of principal.
Please consider a Fund’s investment objectives, risks, charges and expenses carefully before investing. A prospectus, which contains this and other important information about the Fund(s), is available at www.sbhfunds.com/literature. Please read the prospectus carefully before investing.
The Segall Bryant & Hamill All Cap Fund, Segall Bryant & Hamill Small Cap Value Fund, Segall Bryant & Hamill International Small Cap Fund, and Segall Bryant & Hamill Emerging Markets Fund are distributed by IMST Distributors, LLC. All of the funds of the Segall Bryant & Hamill Trust are distributed by ALPS Distributors, Inc.
