Our all cap value equity* portfolio is comprised of approximately 70 companies that trade at a substantial discount to their true market value. Instead of market capitalization, our portfolio decisions are based on where we find opportunities to add value and increase return. This philosophy allows us to seek the best values and ideas across the market capitalization spectrum.

We rely on a comprehensive process to seek out companies that exhibit:

• Attractive valuations
• Above-average financial strength
• Substantial free cash flow

View detailed All Cap Value portfolio characteristics

Investment Process
Beginning with 3,000 companies ranging in size from small, relatively unknown firms to large, household names, the All Cap Investment team performs both thorough quantitative analysis and rigorous fundamental qualitative analysis that includes

• Screening through a proprietary valuation model
• Meetings with management
• Conversations with employees, customers, suppliers, competitors and consultants
• Intensive due diligence
• Leveraging our small-, mid- and large-cap mangers' expertise
• Asset allocation considerations

Sell Discipline
Our sell discipline is as important as our buying strategy. The portfolio undergoes continuous monitoring and risk management evaluation by the all cap investment team. We consider for full or partial sale any stock that has

• Met our sell target
• Fundamentally changed
• Shown strong price appreciation

Securities may also be sold to fund better opportunities. This ongoing process assures that the portfolio stays true to our value discipline while minimizing risk for our clients.

To learn more about how our team constructs portfolios and makes investment decisions, please read an interview with our equity management team.

 

*A pooled fund investment is available for this sub-asset class.

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.