1225 17th St
26th Floor
Denver , CO 80202
Google Maps
Contact
Main Phone: 803-734-9378
Web Site:
http://www.westcore.com
Mutual Fund Brand(s)
Segall Bryant & Hamill Funds
Research Links
SEC Fund Filings by CIK
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Background:
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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.
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Sponsored Opportunities
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Key People:
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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 |
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