Sound Principles. Disciplined Strategies.

Our goal at SBH is to provide our clients with strong-risk adjusted returns across a wide array of strategies, from fixed income to equity and alternative investments. Our long-tenured investment teams each manage distinct portfolios with three underlying investment principles:

  • We focus primarily on fundamental factors when analyzing and investing in securities.
  • We are bottom-up investors, building portfolios security-by-security.
  • We place strong emphasis on the risk/reward of all the securities we consider for purchase.
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Our Approach to Investing

SBH Chief Investment Officer Ralph Segall explains the principles that form the backbone of our investment strategies.