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MFWire: Segall Bryant & Hamill Funds
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Segall Bryant & Hamill
1225 17th St
26th Floor
Denver , CO  80202
Google Maps

Main Phone: 803-734-9378
Web Site: http://www.westcore.com

Mutual Fund Brand(s)
Segall Bryant & Hamill Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    On January 25, 2021, Toronto-based CI Financial unveiled a deal to buy SBH. The deal is expected to close in Q2 2021.

    Chicago-based Segall Bryant & Hamill (SBH) was founded in 1994. It now also has offices in: Denver, Colorado; Naples, Florida; Philadelphia, Pennsylvania; and St. Louis, Missouri. In addition to offering mutuals, SBH also does wealth management and institutional asset management.

    In May 2018, SBH bought Denver Investments and brought its Westcore Funds into the Segall Bryant & Hamill Funds family. An employee-owned shop, Denver Investments was founded in 1958 and offered a no-load family of mutual funds. In 2004 Denver Investments acquired nearby Tempest Investment Counselors and absorbed its Aristata Funds into the Westcore family.
    Sponsored Opportunities

    Key People:
    John C. Fenley
    Director of International Portfolio Management, Westcore Funds
    Jeremy A. Duhon
    Director of International Research, Westcore Funds
    Ken A. Harris
    Director of Fixed Income Portfolio Management, Westcore Funds
    Troy A. Johnson
    Director of Fixed Income Research, Westcore Funds
    Brian C. Fitzsimons
    Director of Small-Cap Growth Research, Westcore Funds
    Derek R. Anguilm
    Co-Director of Value Research, Westcore Funds
    Troy Dayton
    Co-Director of Value Research, Westcore Funds
    Paul A. Kuppinger
    Quantitative Research Portfolio Manager, Westcore Funds
    Story Archive for Segall Bryant & Hamill
    Published On Story Headline Publication
    1/26/2021 A $23.1B-AUMA Shop Sells MFWire.com
    6/17/2019 A Global Equity Shop Leads MFWire.com
    6/14/2018 Bye, Bye, Westcore Funds MFWire.com
    2/6/2018 As Westcore Funds Sells, a Vet Will Help Run a TPM MFWire.com
    1/12/2018 With a $7.3B-AUM Deal, a Chi-Town Shop's Team Doubles MFWire.com
    9/13/2017 Filings For Fundsters - September 13, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    1/27/2017 Filings for Fundsters - January 27, 2017 MFWire.com
    10/31/2016 Filings for Fundsters - October 31, 2016 MFWire.com
    8/30/2016 Filings for Fundsters - August 30, 2016 MFWire.com
    9/25/2015 More Than 2,000 Advisors Converge on Beantown MFWire.com
    12/18/2012 Chuck Jaffe Flings More Coal MFWire.com
    6/5/2012 PMs From DoubleLine and Pimco Land on a New List MFWire.com
    4/5/2011 CPI Adds a Fund Family 401kWire.com
    5/21/2004 Denver Advisor Firms Merge MFWire.com
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