Segall Bryant & Hamill Names Zachary Rosenstock as Assistant Portfolio Manager

Rhea-AI Summary

Segall Bryant & Hamill has promoted Zachary Rosenstock to Assistant Portfolio Manager on the Small Cap ROIC team specializing in Small Cap Core and SMID Cap strategies. Having been with the firm since 2011 as a Senior Equity Analyst, Rosenstock will enhance his focus on portfolio strategy and broaden his research beyond technology. The firm's investment philosophy emphasizes high Return on Invested Capital (ROIC) to drive long-term outperformance in small caps. CI Financial Corp. is set to acquire SBH, anticipated to close in Q2 2021.

Positive

• Zachary Rosenstock's promotion signifies confidence in his capabilities and experience.
• SBH's investment strategy focuses on high ROIC, which may enhance long-term performance.

Negative

• Acquisition by CI Financial Corp. may lead to uncertainty regarding SBH's future operational direction.

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

FAQ

Who was promoted at Segall Bryant & Hamill on February 18, 2021?

Zachary Rosenstock was promoted to Assistant Portfolio Manager.

What investment strategies will Zachary Rosenstock manage?

He will manage the Small Cap Core and SMID Cap investment strategies.

What is the investment philosophy of SBH's Small Cap ROIC team?

The philosophy is based on achieving high Return on Invested Capital (ROIC) for long-term outperformance.

When is CI Financial Corp. expected to close its acquisition of SBH?

The acquisition is expected to close in the second quarter of 2021.

What does SBH's investment strategies focus on?

SBH focuses on niche market companies with defendable competitive advantages.