Mesirow Financial - U.S. Value Equity

Mid Cap Value

Our mid cap value equity* portfolio is comprised of approximately 60 high-quality, mid-cap companies that are trading at a discount to their fair value. We rely on a comprehensive process to seek out companies that:

Have positive free cash flow
Show strong balance sheets
Return capital to shareholders

View detailed Mid Cap Value portfolio characteristics (PDF)

Investment Process
Beginning with a universe of 800 mid-size companies based on market capitalization, our Mid Cap Investment Team performs both thorough quantitative analysis and rigorous fundamental qualitative analysis that includes

Screening through a proprietary valuation model
Meetings with management
Conversations with employees, customers, suppliers, competitors and consultants

Sell Discipline
Our sell discipline is as important as our buying strategy. The portfolio undergoes continuous monitoring and risk management evaluation by the mid cap investment team. We consider for full or partial sale any stock that has

Met our sell target
Fundamentally changed
Shown strong price appreciation

Securities may also be sold to fund better opportunities. This ongoing process assures that the portfolio stays true to our market capitalization while minimizing risk for our clients.

To learn more about how our team constructs portfolios and makes investment decisions, please read an interview with our U.S. value 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.