Fixed Income Team

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Current Income Portfolio strategy

Recognition

 

CIP (SMA) 6 Stars, MA US Fixed Income Universe

 

On 5/19/26 SBH Current Income Portfolio strategy was awarded the Zephyr PSN  6-stars category for the 3-month period ending 3/31/26. You can find more information about the PSN Top Guns Award here. CI Segall Bryant & Hamill Asset Management did not pay to participate in the PSN Top Guns Awards and had no influence over the selection process.  The firm does pay fees in connection with the use or promotion of award results. The firm separately subscribes to PSN/Zephyr analytics for certain strategies.

 

PSN Top Guns Award, 6 Star Category Criteria (Fixed Income Universe): The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an R-squared of 0.80 or greater relative to the style benchmark for the recent 5-year period. Moreover, products must have returns greater than the style benchmark for the 3 latest 3-year rolling periods. Products are then selected which have a standard deviation for the 5-year period equal or less than the median standard deviation for the peer group. The top 10 information ratios for the latest 5-year period then become the TOP GUNS.

Insights

Take the next step

Contact an Institutional Relations professional

All opinions expressed in this material are solely the opinions of Segall Bryant & Hamill. You should not treat any opinion expressed as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of the manager’s opinions. The opinions expressed are based upon information the manager considers reliable, but completeness or accuracy is not warranted, and it should not be relied upon as such. Market conditions are subject to change at any time, and no forecast can be guaranteed. Any and all information perceived from this material does not constitute financial, legal, tax or other professional advice and is not intended as a substitute for consultation with a qualified professional. The manager’s statements and opinions are subject to change without notice, and Segall Bryant & Hamill is not under any obligation to update or correct any information provided in this material.