Equity Management
We focus exclusively on small cap, small-mid cap and sustainable investing for institutional investors.
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, 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.
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 Institutional Investment Management, Inc., an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc. member FINRA and SIPC.
1. Current Sustainability Score based on 99.99% of Corporate AUM and Sovereign AUM | Global Category: US Equity Small Cap | Sustainability Score and Sustainability Rating as of December 31, 2021. Portfolio as of Nov 30, 2021. Sustainalytics provides issuer-level ESG Risk analysis used in the calculation of Morningstar’s Sustainability Score. Sustainable Investment Mandate information is derived from the fund prospectus. | Morningstar Sustainability RatingsTM and ScoresTM | Sustainalytics provides company-level analysis in the Morningstar's Sustainability Score. The Morningstar® Sustainability Rating is intended to measure the size of the equity market in their portfolio of environmental, social, and governance ("ESG") risks and opportunities related to the fund's Morningstar category peers. The Morningstar Sustainability Rating is a two-step process. ESG score from Sustainalytics¹ receives a Morningstar® Portfolio Sustainability ScoreTM. The Morningstar Sustainability Rating is then allotted to a Portfolio of Funds within Morningstar. • High (highest 10%) • Above Average (next 22.5%) • Average (next 35%) • Below Average (next 22.5%) and • Low (lowest 10%) The Morningstar Sustainability Rating is depicted by globe icons where High equals 5 globes and Low equals 1 globe. A Sustainability Rating is assigned to any fund that has more than half of its underlying assets rated by Sustainalytics and is within a Morningstar Category with at least 10 scored funds; therefore, the rating it is not limited to funds with explicit sustainable or responsible investment mandates. Morningstar updates its Sustainability Ratings monthly. Portfolios receive a Morningstar Portfolio Sustainability Score and Sustainability Rating one month and six business days after their reported as-of date based on the most recent portfolio. As part of the evaluation process, Morningstar uses Sustainalytics’ ESG scores from the same month as the portfolio as-of date. | Please visit https://www.morningstar.com/content/dam/marketing/shared/Company/Trends/Sustainability/Detail/Documents/Morningstar-Sustainable-Investing-Handbook.pdf for more detailed information about the Morningstar Sustainability Rating and its calculation.