Competitively Sized
Our size differentiates us from other larger managers in our ability to:
Efficiently Exploit Relative Value Opportunities
Free from cumbersome decision-making layers, our portfolio management team can react immediately to take advantage of opportunities in the market as they arise, and our size allows us to trade in near "perfect round lot" positions. This agility allows us to trade most efficiently and to emphasize security selection, which offers an excellent source of alpha.
Apply a Unique Client Service Model
Portfolio managers are at the center of the client relationship as our model features direct communication between clients and the decision-makers managing their portfolios. A high level of two-way communication, including face-to-face meetings, is complemented by customized reports delivered on a timely basis.
Customized Reports
Professional, easy-to-read reports provide the detailed information you need to gauge your investment performance:
- Portfolio composition
- Recent performance (relative to both the benchmark and stated objectives)
- Transactions
- Portfolio characteristics
- Portfolio inventory
- Economic outlook
- Fixed income market outlook
- "Themes on the Economy" publication from Mesirow Financial Chief Economist Diane Swonk
Create a Customized Investment Strategy
We manage portfolios according to each client's specific guidelines and restrictions to offer a highly tailored investment solution.
The information contained herein should not be construed as a recommendation to purchase or sell any particular security or investment vehicle offered by Mesirow Financial. The information included has been obtained form sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. Any opinions expressed are subject to change without notice. A complete list of composites can be made available upon request. Information is provided in U.S. dollar denominations. Investment management services offered by Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor.
