Equity Management
Specialists in small cap and small-mid cap investing for institutional investors.
Specialist Small Cap Equity Team Attracts Multiple Mandates in Volatile 2023 Equity Market
Wins reflect strong performance and differentiated strategies that combine bottom-up, fundamental analysis with top-down, thematic considerations.
“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.”
Kathy Vorisek, Head of Equity Management, Portfolio Manager
Meet the Equity team
Portfolio managers supported by sector specialists seeking the best outcomes for our clients.
Watch videoConsistent 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 | Performance and attribution
Investment philosophy: Relative Value
Investment style: 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: Kathy Vorisek, Leo Harmon, CFA, CAIA & Andrew Hadland, CFA
Inception: July 1, 1994
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: Kathy Vorisek, Leo Harmon, CFA, CAIA & Andrew Hadland, CFA
Inception: May 1, 2010
The CEO Magazine: An in-depth profile on the differentiated strengths of Mesirow Equity Management
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.