Equity Management
Specialists in small cap and small-mid cap investing for institutional investors.
Strong net inflows and performance drive Mesirow Equity Management’s AUM above $1 billion
The team’s AUM advanced more than 25%, reflecting marketplace interest in the team’s differentiated approach and their ability to navigate volatile and uncertain macroeconomic conditions.
“We emphasize quality, attractive returns on capital, strong financial flexibility and proven management teams as we diversify portfolios—and manage risk—through sector and security selection.”
Leo Harmon, CFA, CAIA, Chief Investment Officer, Portfolio Manager
Meet the Equity team
Portfolio managers supported by sector specialists seeking the best outcomes for our clients.
Consistent investment performance
The selection of investment opportunities with attractive valuations and identifiable catalysts that are expected to generate accelerating earnings and cash flow growth, we believe, is the key to consistent investment performance. We seek superior results with less risk by participating in up markets and protecting capital in down markets.
Our clients benefit from strategies that are:
Strategies
Key facts | Fact sheets | Market commentary
An in-depth profile on the differentiated strengths of Mesirow Equity Management
The CEO Magazine article explains that in an industry that is seeking to increase diversity, Kathryn Vorisek and Leo Harmon, Senior Managing Directors, foster an inclusive team that has consistently outperformed the market.
Insights
Timely, relevant observations
Our latest observations on trends, opportunities and events taking place in the equity markets.
Team
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The information contained herein is intended for institutions and 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 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 name and logo are registered service marks of Mesirow Financial Holdings, Inc. Investment management services offered by Mesirow Institutional Investment Management, Inc., an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc. member FINRA and SIPC.