Leadership Communications

Mesirow adds Analytic Fixed Income team as third specialist income team

Chicago Equity Partners Fixed Income Team to Join Mesirow

  • Entire senior Fixed Income Investment Team of Chicago Equity Partners, composed of four investment professionals as well as one trading/operations associate and two client relations specialists, will join
  • Team offers a distinct risk/return profile to Mesirow’s current investment grade fixed income capabilities and will operate independently of our well-established existing team.
  • Team brings a proven record of delivering strong performance for longstanding institutional clients, especially during periods of market dislocation and uncertainty

Mesirow Financial (“Mesirow”), an independent, diversified financial services firm, has announced that the Fixed Income Team of Chicago Equity Partners (CEP) is expected to join Mesirow during the second quarter of 2020. Bringing a distinct risk/return profile to Mesirow’s current investment grade fixed income capabilities, the CEP team will operate independently of Mesirow’s well-established existing team.

There will be no change to any investment strategy. Both teams will maintain their existing, proven approaches to portfolio management, investment philosophy and process and risk management. Reflecting the complementary nature of this transition, the teams share similar investment philosophies focused on alpha generation through sector rotation, yield curve positioning and security selection.

Mesirow is composed of a strategic mix of well-diversified businesses that position the firm well through changing market cycles,” said Dominick Mondi, President and CEO. “We look forward to offering our clients an even broader set of customized fixed income solutions and continuing to evaluate strategic opportunities across all of our business lines.”

“The CEP team will further diversify Mesirow Fixed Income capabilities,” said Peter Hegel, Senior Managing Director, Mesirow Financial Fixed Income Management. “We share aligned philosophies as well as focus on the highest level of client service and development of customized strategies designed to address unique investment criteria including liquidity needs and capital constraints.”  

“The CEP team is pleased to be joining the well-established platform and entrepreneurial culture of Mesirow Financial,” said Curt Mitchell, CEP Fixed Income Chief Investment Officer. “We will continue to serve clients using the same proven investment philosophy and process that have delivered strong results through all markets over the past 16 years.”    

The Chicago Equity Partners team will have access to Mesirow’s deep bench of credit analysts as a resource.  Both teams will share best-in-class infrastructure, client service and distribution. As of 3/31/20, Mesirow and CEP had $3.84 billion and $3.36 billion in fixed income assets under management, respectively.

About Mesirow

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our workplace culture.  To learn more, visit mesirow.com and follow us on LinkedIn.

Mesirow was recently named one of the Best Places to Work in Chicago by the Chicago Tribune and one of the Top Places to Work by Crain’s Chicago Business.

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