Equity Management

We focus exclusively on small cap, small-mid cap and sustainable investing for institutional investors.

For institutional investors

 

Mesirow Small Cap Value Sustainability Fund reaches anniversary

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This Fund capitalizes on the team’s U.S. Small Cap sustainable investment strategy while addressing the increasing desire of institutional, corporate and individual investors to emphasize responsible investing within well-diversified portfolios. Each of the team's traditional strategies is offered with a sustainable equity focus.

We believe that the key to generating...

consistent investment performance is the selection of investment opportunities with attractive valuations and identifiable catalysts that are expected to generate accelerating earnings and cash flow growth. 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:

ALIGNED

Our firm is employee owned. all of our investment team members are Mesirow shareholders and invest in our strategies alongside clients. Our success aligns with yours.

DISCIPLINED

Our buy and sell disciplines ensure ownership in high conviction ideas, and our investment process actively manages portfolio risk.

HOLISTIC

We overlay top-down macroeconomic analysis—quite rare for a small cap investor—to identify companies that are positioned to benefit from constructive macro and sector trends.

STABLE

Our effort to preserve capital in down markets is well suited for investors who have annual spending requirements or regularly scheduled retirement benefit payments.

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“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.”

Kathryn Vorisek, Chief Investment Officer, Portfolio Manager

Strategies


    Investment style:  Relative value

    Market capitalization:  Range of the Russell 2000 Index

    Number of holdings:  70-90

    Position weight:  1-2%

    Benchmark:  Russell 2000 Value Index

    Portfolio Managers:  Kathryn Vorisek, Leo Harmon, Mike Vitek

    Inception:  July 1, 1994

    STRATEGY OVERVIEW


    Investment style:  Relative value

    Market capitalization range:  Range of the Russell 2000 Index

    Number of holdings:  70-90

    Position weight:  1-2%

    Benchmark:  Russell 2000 Value Index

    Portfolio Managers:  Kathryn Vorisek, Leo Harmon, Mike Vitek

    Inception:  April 1, 2019

    STRATEGY OVERVIEW


    Investment Style:  Relative Value

    Market Capitalization: Range of the Russell 2500 Index

    Number of Holdings: 70-90

    Position Weight: 1%-2%

    Benchmark: Russell 2500 Value Index

    Portfolio Managers: Kathryn Vorisek, Leo Harmon, Mike Vitek

    Inception Date: May 1, 2010

    STRATEGY OVERVIEW


    Investment Style: Relative Value

    Market Capitalization: Range of the Russell 2500 Index

    Number of Holdings: 70-90

    Position Weight: 1%-2%

    Benchmark: Russell 2500 Value Index

    Portfolio Managers: Kathryn Vorisek, Leo Harmon, Mike Vitek

    Inception Date: April 1, 2019

    STRATEGY OVERVIEW

    Choice in investment vehicle

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    Sustainability

    At Mesirow Equity Management, our comprehensive framework integrates fundamental and Environmental, Social and Governance (ESG) analysis along with aspects of responsible investing and company engagement to provide our clients an opportunity to do well and do good (i.e., influence positive behavior while delivering favorable performance).

    We believe that excess returns can be produced by investing in attractively valued stocks that are poised to appreciate due to catalyst driven earnings and cash flow growth. We also believe that ESG factors are interconnected with our fundamental assessment of macro, sector and company specific trends and can have a material impact on investment performance during our investment time horizon. As a result, we consider ESG factors in conjunction with other material risk and fundamental factors that, in aggregate, influence our decision to invest in an individual company.
     

    2020 sustainability report 
    Active ownership policy 
    ESG Integration Summary

     

    Team

    Kathryn A. Vorisek

    Senior Managing Director, Chief Investment Officer, Portfolio Manager | Equity Management

    Profile

    Leo Harmon, CFA, CAIA

    Senior Managing Director, Chief Investment Officer, Portfolio Manager | Equity Management

    Profile

    Michael A. Vitek, CFA

    Managing Director, Portfolio Manager | Equity Management

    Profile

    Andrew S. Hadland, CFA

    Managing Director, Director of Research| Equity Management

    Profile

    David J. Meyer

    Managing Director | Equity Management

    Profile

    Eric J. Welt, CFA

    Managing Director | Investment Management

    Profile

    Eric Jacobsohn, CFA,

    FSA Credential Holder

    Managing Director | Equity Management

    Profile

    John Nelson, CFA,

    FSA Credential Holder

    Managing Director, Sustainability Portfolio Specialist | Equity Management

    Profile

    Lisa Carriere Jackson

    Vice President | Equity Management

    Profile

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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 Financial Investment Management, Inc., an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc. member FINRA and SIPC.