Our balanced value strategy consolidates our equity and fixed income strategies into a single portfolio designed for a client's risk profile.

• Equity exposure targets are based on expected equity returns and the target risk level for the entire portfolio:
 



Market Valuations	Equity Exposure
Above long-term average	Low
Below long-term average	High



 
• Fixed Income allocation is managed to minimize risk rather than maximize return.

View detailed Balanced Value portfolio characteristics

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

 

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 NYSE, SIPC.