Client Benefits:
- Decades of industry experience allows our senior professionals to provide a sound historical perspective on market and economic cycles.
- We focus on client service and communication, and aim to give clients an understanding of our strategies and the reasons behind our process. Customized reports complement direct client contact.
- Through all market cycles, our professionals strictly adhere to a disciplined investment process that prevents us from drifting into other investment approaches or asset classes.
- As an independent, employee-owned firm, we are free to recommend the products, services and other resources that we feel best suit each client's needs.
Focused Investment Strategies:
Large Cap Value*
Mid Cap Value*
SMID Cap Value
Small Cap Value*
Micro Cap Value*
All Cap Value*
Balanced
To learn more about how our team constructs portfolios and makes investment decisions, read an interview with our equity management team.
* A pooled fund investment is available for this sub-asset class.
The information contained herein is for informational purposes only. It does not constitute an offer to sell nor a solicitation of an offer to buy an interest in any Mesirow Financial investment vehicle(s). Any offer can only be made through the appropriate Offering Memorandum which contains important information concerning risk factors and other material aspects of the investment and should be read carefully before an investment decision is made. A complete list of composites can be made available upon request. Information is provided in U.S. dollar denominations.
It should not be assumed that any recommendations incorporated herein will be profitable or will equal past performance. Any stated performance results include the reinvestment of dividends and other earnings. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc. Investment management services offered by Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc. member NYSE, SIPC.
