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Segall Bryant & Hamill Quality High Yield Fund Retail Class (0P00002T3S)
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8.740
0.000
0%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 22.85M
Westcore Flexible Income Fund Retail Class
8.740
0.000
0%
- Overview
- Profile
- Historical Data
- Holdings
Segall Bryant & Hamill Quality High Yield Fund Retail Class Overview
On this page you'll find an in-depth profile of Segall Bryant & Hamill Quality High Yield Fund Retail Class. Learn about the key management, total assets, investment strategy and contact information of 0P00002T3S among other information.
Investment Strategy
The investment seeks to achieve long-term total rate of return consistent with preservation of capital. Under normal circumstances, the fund will invest at least eighty percent (80%) of the value of its net assets plus any borrowings for investment purposes in "high yield" securities. It may invest up to twenty-five percent (25%) in non-U.S. dollar-denominated securities.
Contact Information
Address
10 South Wacker Drive, Suite 3100
Chicago,IL 60606-2551
United States
Chicago,IL 60606-2551
United States
Phone
312-474-1222
Fax
312-474-0521
Web
sbhic.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Gregory M. Shea | Senior Portfolio Manager | 2016 | Now |
| Biography | Gregory M. Shea, CFA, is a portfolio manager at Segall Bryant & Hamill, LLC. Mr. Shea joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as a portfolio manager and credit research analyst on the fixed income team. Prior to joining Denver Investments in 2008, Mr. Shea worked as a high-yield credit analyst at Lehman Brothers Asset Management for four years. He also worked as an investment banking analyst at Banc of America Securities LLC for one year and held a bank credit analyst position at Bank of America for two years. Mr. Shea earned his B.S. and MSBA from Washington University. He has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado. | ||
| Troy A. Johnson | director | 2009 | Now |
| Biography | Troy A. Johnson, CFA, has been a portfolio manager of the Segall Bryant & Hamill Quality High Yield Fund since April 30, 2009. He is the director of Fixed Income research at Segall Bryant & Hamill, LLC. Mr. Johnson joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as the director of Fixed Income research, a portfolio manager and credit research analyst on the Fixed Income team. Prior to joining Denver Investments in 2007, Mr. Johnson worked as a portfolio manager and analyst at Quixote Capital Management for six years, specializing in risk arbitrage. He also performed credit analysis of investment-grade and high-yield issues while ultimately serving as the senior fixed income analyst during his eight years at Invesco Funds Group, Inc. Mr. Johnson earned his B.S. from Montana State University and his M.S. from the University of Wisconsin. | ||
| Mark R. McKissick | Senior Portfolio Manager | 2003 | 2016 |
| Biography | Mark McKissick is a Senior Portfolio Manager for Schwab Asset Management. He is responsible for the day-to-day co-management of the Schwab Taxable Bond Mutual Funds and the Schwab Fixed-Income ETFs. Prior to joining Schwab in 2016, Mr. McKissick worked at Denver Investments for 17 years, most recently as a director of fixed income and portfolio manager. In this role he co-managed multiple bond strategies, as well as oversaw the firm’s fixed income business including the investment process, client service, and other administrative functions. He also served as a credit/security analyst from 1999 to 2005. Prior to that, he worked as a senior research analyst with Hotchkis & Wiley, a portfolio manager at Payden & Rygel, and a vice president in fixed income at Salomon Brothers. Mr. McKissick earned a Master of Business Administration with an emphasis in finance and international business from the University of Chicago and a Bachelor of Science in accounting and a Bachelor of Arts in economics from Oklahoma State University. He is a CFA® charterholder and is an inactive Certified Public Accountant (Ohio). | ||
| William E. Stafford | Vice President, fixed income Research Analyst | 2003 | 2007 |
| Biography | Stafford is a vice president for Denver Investment Advisors. Stafford has been a fixed income research analyst with Denver Investment Advisors since 1998. Stafford holds the Chartered Financial Analyst designation. | ||
| Jerome R. Powers | Vice President, Portfolio Manager | 1997 | 2006 |
| Biography | Powers is vice president and portfolio manager with Denver Investment Advisors, his employer since 1997. Previously, he spent two years at GNA Corporation where he served as vice president of investments and senior portfolio manager. Prior to that, he was employed at Northwestern Mutual Life Insurance Company where he left as vice president of public fixed income. Powers holds the Chartered Financial Analyst designation. | ||
| Alex Lock | Vice President | 2000 | 2006 |
| Biography | Lock is a vice president for Denver Investment Advisors, where he has been since 1989. He has been active in the management of fixed-income securities for 11 years. | ||
| John R. Cormey | - | 1992 | 1997 |
| Biography | John is a senior portfolio manager and a Director of CoBiz Wealth. Prior to that, he was responsible for management and oversight of CoBiz Wealth, and was president of CoBiz Investment Management LLC. He has been with CoBiz since 2001 as managing director at Wagner Investment Management, which merged with Alexander Capital Management Group to become CoBiz Investment Management. Previously, he was head of the Fixed Income Department at Denver Investment Advisors, where he worked for 25 years. John is a CFA charter holder since 1980, and has been a portfolio manager since 1972. He received his bachelor's degree in accounting and finance from University of Colorado. He is actively involved with the Colorado Historical Foundation, and is a current member and past president of the CFA Society of Colorado. | ||
| O. Jay Bahr | - | 1988 | 1992 |
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