Segall Bryant & Hamill Quality High Yield Fund Retail Class (WTLTX)

Overview

The company operates as a fund investing primarily in high-yield securities, dedicating at least eighty percent (80%) of its net assets, along with any borrowings for investment purposes, toward these assets. High-yield securities are often considered more risky than higher-rated securities, but they offer the potential for higher returns, which can be attractive to investors seeking greater income or willing to accept higher risk. By focusing on this type of investment, the company aims to leverage the potentially higher returns of high-yield securities to benefit its investors.

Products and Services

The company offers a range of investment products and services tailored towards leveraging high-yield securities. Below is a detailed explanation of these offerings:

• High-Yield Securities Investment: The core service involves investing a significant portion of its assets in high-yield securities. These are typically bonds rated below BBB by major rating agencies and offer higher interest rates in return for higher risk.
• Investment in Non-U.S. Dollar-Denominated Securities: Up to twenty-five percent (25%) of its investments may be in securities that are not denominated in U.S. dollars. This adds an element of currency risk but also provides potential for higher returns and diversification, beyond the fluctuations and economic conditions tied to the U.S. dollar.