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Westcore family of mutual funds to be integrated into Segall Bryant & Hamill Fund

Published 11 May 2018

Segall Bryant & Hamill (SBH) said that it will integrate the Westcore family of mutual funds 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 $20bn in combined assets.*

SBH CEO Philip L. Hildebrandt said: “We’re very excited to welcome our talented new colleagues from Denver.

“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.

SBH marketing and business development director Mark Rewey said: “Our expanded suite of mutual funds complement our extensive range of separate accounts and our ability to customize portfolios to meet client-specific needs.

“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 Rewey. The Advisor Solutions team works with financial advisors and other investment professionals to help them address the unique needs of their clients.

Source: Company Press Release