Equity Management
We focus exclusively on small cap, small-mid cap and sustainable investing for institutional investors.
For institutional investors
Mesirow shortlisted for Best ESG Investment Fund: US Equities award
ESG Investing has shortlisted Mesirow Equity Management for the Best ESG Investment Fund: US Equities award. Each year, ESG Investing celebrates the best in Environmental, Social and Governance (ESG) funds, research and products.
Learn moreMesirow Small Cap Value Sustainability Fund reaches anniversary
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:
“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
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
Insights
Explore our latest observations...
on trends, opportunities and events taking place in the equity markets and why those events are relevant to investors.
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 Financial Investment Management, Inc., an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc. member FINRA and SIPC.