Mesirow Financial has been prudently managing equity portfolios for clients since 1974. Today we offer institutional asset management products focused exclusively on small cap and small-mid cap value investing. We believe the key to generating consistent investment returns is the selection of investment opportunities that possess attractive valuations and demonstrate identifiable catalysts that are expected to generate accelerating earnings and cash flow growth.
Experienced Team
With decades of investment industry experience, our portfolio management team has sound historical perspective on market and economic cycles.

Equity Management Team

Customized Solutions
We offer customized strategies that can help address each client’s unique set of investment criteria, including liquidity needs and capital constraints. Our fundamental investment objectives focus on generating attractive returns, consistently outperforming the benchmark over a market cycle, participating in rising markets and protecting capital in down markets.

Investment Philosophy
We believe that having an understanding of macroeconomic data and events will help us identify developing themes and trends that may affect end markets, both positively and negatively. We believe that top-down analysis serves as a compass that may lead us to areas of the market that will benefit from the current macroeconomic environment and avoid areas that may struggle under current market conditions. This philosophy leads us to investments that will produce attractive risk-adjusted returns that consistently outperform the market with less risk.

Competitive Advantages

  • Decades of industry experience allows our senior professionals to provide a sound historical perspective on market and economic cycles.
  • We focus on client service and communication, and aim to give clients an understanding of our strategies and the reasons behind our process. Customized reports complement direct client contact.
  • Through all market cycles, our professionals strictly adhere to a disciplined investment process that prevents us from drifting into other investment approaches or asset classes.
  • As an independent, employee-owned firm, we are free to recommend the products, services and other resources that we feel best suit each client's needs.
The information contained herein 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 Financial 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 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.