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.
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