Our large cap value equity* portfolio is comprised of approximately 50 well known but out-of-favor companies that we believe are currently mispriced by the market. We rely on a comprehensive process to seek out companies that exhibit:

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

View detailed Large Cap Value portfolio characteristics

Investment Process
Beginning with the 1,000 largest companies based on market capitalization, the Large 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

Sell Discipline
Our sell discipline is as important as our buying strategy. The portfolio undergoes continuous monitoring and risk management evaluation by the large 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 market capitalization 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.