Segall Bryant & Hamill Small Cap Value Fund (SBRVX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Segall Bryant & Hamill Small Cap Value Fund
Milwaukee, DE 53233
803 W. Michigan St.
INVESTMENT MANAGERS SERIES TRUST
1-770-350-8700
Management Information
Shaun P. Nicholson,Lead Manager since July 30, 2013
Shaun Nicholson is a Principal and Senior Portfolio Manager for Segall Bryant & Hamill's Small Cap strategies. He is the lead Portfolio Manager for our Small Cap Value Concentrated strategy and the Co-Portfolio Manager for our Small Cap Value strategy. Mr. Nicholson is responsible for research related to materials, autos/transports, industrials, regional banks and energy within the respective portfolios. He joined SBH in 2011 after having spent more than six years at Kennedy Capital Management. Prior to Kennedy, Mr. Nicholson's experience was as an Associate Portfolio Manager at U.S. Bancorp Asset Management and as a Financial Analyst at The Boeing Company. Mr. Nicholson earned a B.S. from Seton Hall University and earned an MBA from the University of Missouri-St. Louis. He has been in the investment industry since 2002.
Morningstar Style Box
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Morningstar Category
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Fund Overview
CategorySmall Blend
Fund FamilySegall Bryant & Hamill
Net Assets535.01M
YTD Return3.33%
Yield1.21%
Morningstar Rating★★
Inception DateJul 30, 2013
Fund Operations
Last Dividend0.17
Last Cap Gain12.00
Holdings Turnover35.00%
Average for CategoryN/A
Fees & Expenses
ExpenseSBRVXCategory Average
Annual Report Expense Ratio (net)0.99%1.03%
Prospectus Net Expense Ratio0.99%N/A
Prospectus Gross Expense Ratio0.99%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.19%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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