Segall Bryant & Hamill
CI Segall Bryant & Hamill is a leading investment management firm known for delivering alpha through specialized strategies across some of the world’s most inefficient and opportunity-rich markets. Founded in 1994, SBH has built a strong reputation for generating risk-adjusted returns across multiple asset classes, while providing clients with customized portfolio solutions and an exceptional client experience. The firm offers a comprehensive suite of investment strategies tailored to institutional investors, financial advisors, and wealth management clients, spanning domestic, international, and global equities, fixed income, and alternative investments. In 2021, SBH was acquired by CI Financial, a diversified global asset and wealth management company, further enhancing the firm’s resources, distribution capabilities, and global reach.
CI Segall Bryant & Hamill (SBH) is a leading high-net-worth-focused Registered Investment Advisor (RIA) and multi-office institutional investment management firm headquartered in Chicago.
SBH combines fundamental research with quantitative analysis to uncover opportunities and deliver alpha in some of the most inefficient areas of the global markets.
The firm provides a broad range of investment strategies and customized solutions to institutional investors, financial advisors, and wealth management clients, covering domestic, international, and global equities, fixed income, and alternative investments.
SBH serves a diverse client base from offices in Chicago, Denver, Philadelphia, St. Louis, and Naples, Florida.
CORE FOCUS & AREAS OF EXPERTISE
Equities – SBH is widely recognized for its active equity strategies spanning both U.S. and global markets, utilizing fundamental and quantitative approaches across multiple market capitalizations.
Fixed Income – SBH’s fixed income team offers active, risk-aware investment strategies designed to balance income generation with capital preservation. Core capabilities include short-, intermediate-, and long-duration taxable bond strategies.
Emerging Markets – The firm has developed a strong reputation in emerging markets equity investing, leveraging quantitative, style-aware portfolios to capture opportunities in these high-potential regions.
Alternative Investments – SBH provides focused and risk-aware alternative investment solutions, drawing on its core strengths in multi-asset allocation, thematic innovation, and diversification to help clients navigate complex markets.
Environmental, Social & Governance (ESG) – Since 2020, SBH has fully integrated ESG analysis across its equities, fixed income, and alternative investment platforms, ensuring sustainable and responsible investing is embedded in its decision-making process.