Key stats
About Segall Bryant & Hamill Trust Segall Bryant & Hamill Select Equity ETF
Expense ratio
0.65%
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Inception date
Aug 29, 2023
USSE aims for a US-based portfolio that isn't confined by market capitalization or investment style. A mix of quantitative screens and fundamental analysis is used in the selection process. This includes financial data evaluation, statistical modeling, companys holdings, and broader economic factors. The goal is to select stocks that are either known for historically producing strong investment returns or are poised to achieve exceptional ROI. In addition, ESG practices are also integrated into the investment process. Positions are opportunistically undertaken whenever there is a perceived disparity between the market price and the intrinsic value of the shares. Conversely, stocks are divested in cases of superior investment opportunities or a shift in investment thesis.
Classification
What's in the fund
Exposure type
Technology Services
Finance
Stock breakdown by region