- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 225 Pictoria Drive, Suite 450 Cincinnati OH 45246
- IPO Date
- Jan 2, 2019
- Business
- Segall Bryant & Hamill Fundamental International Small Cap Fund Retail Class (WTIFX) is a mutual fund managed by Segall Bryant & Hamill, LLC (SBH), an independent investment management firm that seeks long-term capital growth by investing primarily in the common stock of approximately 35 to 60 foreign small-cap companies trading at a discount to the portfolio management team's assessment of their intrinsic value. The fund focuses on international small-cap equities, employing a fundamental research-driven approach to select undervalued securities across developed and emerging markets outside the United States, with holdings typically diversified across sectors such as industrials, consumer discretionary, financials, and information technology. SBH, founded in 1994 and headquartered in Chicago, Illinois, offers a broad range of equity strategies including small-cap value, micro-cap, international small-cap, emerging markets, and fixed income products like the Plus Bond Fund; the firm operates additional offices in Denver, Colorado; St. Louis, Missouri; Ardmore (Philadelphia area), Pennsylvania; Naples, Florida; and Cincinnati, Ohio, serving institutional clients such as foundations, endowments, pension plans, and high-net-worth individuals across domestic and international markets. In recent years, SBH has undergone significant ownership changes, including its 2021 acquisition by CI Financial Corp to support U.S. expansion while retaining its client-centric model, followed by CI Financial's transition to a private entity through a take-private transaction completed on August 12, 2025, with Mubadala Capital acquiring the remaining shares, resulting in SBH becoming a wholly owned subsidiary of Corient Management LLC; additionally, on November 19, 2024, SBH filed an initial SEC registration statement for the Corient Registered Alternatives Fund, marking an expansion into alternative investments. Earlier, in 2018, SBH acquired Denver Investments, integrating key portfolio management talent such as Mr. Fenley to bolster its international capabilities.