|10 S Wacker Dr#3500 , Chicago, IL 60606|
|Fund Manager||Mitch Begun|
|Manager Tenure||7 Years 9 Months|
The Segall Bryant & Hamill Small Cap Growth Fund (the Fund ) seeks to achieve long-term capital appreciation. The Fund emphasizes investments in small companies that the portfolio management team believes to have attractive growth prospects for earnings and/or cash flows. Under normal circumstances, the Fund invests at least eighty percent (80%) of the value of its net assets plus any borrowings for investment purposes in small-cap companies. The Fund currently considers small-capitalization companies to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000 Growth Index, at the time of purchase. As of March 31, 2020, the benchmark capitalization range was $5.9 million to $11.3 billion. As of March 31, 2020, the weighted average market capitalization of the benchmark index was approximately $2.4 billion as compared to approximately $3.5 billion for the companies within the Fund s portfolio. Please note that these market capitalization measures will fluctuate over time. The team implements an investment strategy primarily through independent bottom-up fundamental research. The team constructs portfolio designed to generate alpha, or risk-adjusted excess return relative to the Fund s benchmark, primarily through stock selection. The team uses a proprietary discounted cash flow (DCF) model for purposes of valuing and generating price targets for individual stocks. The DCF model is utilized for two primary purposes to understand what assumptions are implied in a stock s current price, and to generate an expected value for each stock, based on the team s internally generated forecasts.
|Asset Type||% Of Allocation|
|Total Net Assets||36.58 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|GSHD||GOOSEHEAD INSURANCE INC||2.64%|
|BFAM||BRIGHT HORIZONS FAMILY SOLUT||2.30%|
|CHDN||CHURCHILL DOWNS INC||1.84%|
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