Segall Bryant & Hamill Trust (USSE)

Overview

The Segall Bryant & Hamill Trust is a suite of actively managed ETFs focusing on various investment strategies. These ETFs aim to provide investors with exposure to specific market segments through a blend of fundamental research and quantitative analysis.

Reputation and Reliability

Segall Bryant & Hamill (SBH) is an established investment management firm with a history of providing investment solutions to institutional and individual investors. Their reputation is built on disciplined investment processes and a client-focused approach.

Management Expertise

SBH's management team comprises experienced professionals with expertise in various asset classes and investment strategies. They employ a team-based approach to investment decision-making.

Goal

The primary investment goal varies across the different ETFs within the Segall Bryant & Hamill Trust, typically aiming for long-term capital appreciation or income generation depending on the specific fund.

Investment Approach and Strategy

Strategy: These ETFs primarily employ active management strategies. The exact strategy varies across the different funds within the trust. These ETFs actively select securities with the goal of exceeding the performance of a benchmark or index.

Composition The ETF holdings vary significantly depending on the fund's strategy. Composition might include a mix of stocks, bonds, or other assets.

Market Share: Data not available to directly identify market share.

Total Net Assets (AUM): Data varies by each ETF within the Trust.

Key Competitors

• SPY
• IVV
• VTI

Competitive Landscape

The ETF market is highly competitive, with numerous providers offering a wide range of investment strategies. SBH competes with larger, more established ETF providers. SBH's active management approach differentiates it from passive index trackers; however, active management can be riskier, and more expensive.

Historical Performance: Historical performance data varies by ETF within the trust and requires review of specific fund factsheets. Performance is readily available on financial data websites.

Benchmark Comparison: Benchmark comparison varies by ETF and depends on the specific investment strategy. Refer to individual fund prospectuses for relevant benchmark information.

Expense Ratio: Expense ratios vary by ETF and are typically in the range of 0.50% to 0.80% depending on specific fund factsheet.

Average Trading Volume

Average trading volume varies significantly by ETF within the trust and is generally lower compared to larger, more established ETFs.

Bid-Ask Spread

Bid-ask spreads vary by ETF and can be wider than those of more liquid ETFs.

Market Environment Factors

Economic indicators, interest rates, and market sentiment influence SBH Trust's performance depending on each fund's strategy. Sector-specific ETFs are sensitive to related industry trends.

Growth Trajectory

Growth depends on investor demand for actively managed strategies and specific market conditions and SBHu2019s ability to deliver the expected returns.

Competitive Edge

SBH's competitive advantage lies in its active management approach, which aims to generate alpha by outperforming benchmark indices. The firm's experienced investment team and disciplined investment process are key differentiators. SBH's focus on specific market niches or investment styles may appeal to investors seeking targeted exposure. However, active management comes with higher fees compared to passive index funds. Success depends on the manageru2019s stock-picking abilities.

Volatility

Volatility varies by ETF and depends on the underlying asset class and investment strategy. Actively managed strategies might exhibit higher volatility than passive index funds.

Market Risk

Market risk is dependent on the specific assets held within each ETF. Equity-focused ETFs are subject to equity market risk, while bond ETFs are subject to interest rate and credit risk.

Ideal Investor Profile

The ideal investor for the Segall Bryant & Hamill Trust is someone who is willing to pay for active management to potentially outperform the market and is comfortable with the risks associated with actively selected investments.

Market Risk

These ETFs may be suitable for long-term investors seeking actively managed exposure to specific market segments or asset classes but the success depends on the ETF delivering its expected goals.

The Segall Bryant & Hamill Trust offers actively managed ETFs seeking to outperform the market through security selection and strategic asset allocation. The trust's success depends on the skill of its portfolio managers and the efficacy of its investment strategies. Investors should carefully consider their risk tolerance and investment goals before investing. It is crucial to remember that past performance does not guarantee future results. Investors should review the factsheets of each ETF for more details.

Data Sources:

• Company Website
• ETF Fact Sheets
• Financial Data Providers

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor.