With decades of investment industry experience, our portfolio management team has sound historical perspective on market and economic cycles.
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.
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.
- 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.
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.