Equity Management
Specialists in small cap and small-mid cap investing for institutional investors.
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:
“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, Head of Equity Management, Portfolio Manager
Meet the Equity team
Portfolio managers supported by sector specialists seeking the best outcomes for our clients.
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Key facts | Fact sheets | Performance and attribution
Investment philosophy: Relative Value
Investment style: 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, CFA, CAIA & Andrew Hadland, CFA
Inception date: May 1, 2010
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.
Insights
Timely, relevant observations
Our latest observations on trends, opportunities and events taking place in the equity markets.
Mesirow awarded runner-up for Best ESG Investment Fund: US Equities award
Mesirow Equity Management has been awarded runner-up for the Best ESG Investment Fund: US Equities award, in 2022. Each year, ESG Investing celebrates the best in Environmental, Social and Governance (ESG) funds, research and products.
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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.