Mesirow Financial Small Cap Value Sustainability Fund

Why invest in this Fund?

POTENTIAL ADVANTAGES
  • Portfolio of attractively priced small cap value stocks
  • Appreciation from catalyst-driven earnings and cash flow growth
  • Favorable risk-adjusted return and positive social and environment impact
Objective

Long-term capital appreciation with less volatility than the US small cap market

Vehicles

Separate account | Mutual fund | Collective investment trust

Share classes

Institutional Class
MSVIX | 00774Q767

Investor Class
MSVVX | 00774Q759

Process

STEP ONE

Link ESG factors to company performance, risk, profitability and growth analysis

STEP TWO

Develop proprietary, company-specific ESG scores using third-party data sources; track and monitor over time

STEP THREE

Select stocks based on resulting list of favorable investments; proactively communicate with company management to deepen awareness of ESG factors

PORTFOLIO

Companies with strong governance, high-quality characteristics and positive community impact

Fact sheet

Share classes, performance and holdings

Portfolio management

Carefully consider the Fund’s investment objective, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s full & summary prospectus, which may be obtained via the links above or by calling 1.833.MESIROW. Read the prospectus carefully before investing.

The information contained herein should not be construed as a recommendation to purchase or sell any particular security or investment vehicle offered by Mesirow Financial. The information included has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. Any opinions expressed are subject to change without notice. Mesirow Financial Investment Management, Inc. and its affiliated companies and/or individuals may, from time to time, own, have long or short positions in, or options on, or act as a market maker in, any securities discussed herein and may also perform financial advisory or investment banking services for those companies. 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 Financial 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.

There are risks involved with investing, including the possible loss of principal. In addition to the normal risks associated with investing, investments in smaller companies typically exhibit higher volatility.

The Mesirow Funds are distributed by SEI Investments Distribution Co. (SIDCO). The Funds are managed by Mesirow Financial Investment Management, Inc. SIDCO is not affiliated with Mesirow Financial Investment Management, Inc.

Check the background of SIDCO on FINRA's BrokerCheck.