For many investors, micro cap equity strategies have the potential to serve a meaningful role in risk-tolerant investment portfolios with the benefit of a long-term time horizon.
If this is of interest to you, we recommend you discuss the idea with your Mesirow wealth advisor, who can provide you with advice based on your unique situation.
The minimum investment is $250,000. More information is available on the fact sheet (currently being updated).
We believe patient investing in a select portfolio of quality micro cap companies can potentially lead to compelling risk adjusted returns. Quality micro cap companies tend to have the ability to compound higher than market growth in earnings and cash flow. Further, we believe in-depth research can identify mispriced companies that are compelling investment prospects.
While ours is fundamentally a bottom-up stock selection process, we seek a well-diversified portfolio. Screens and fundamental research keep us grounded in identifying undervalued stocks with strong risk/reward profiles. Additionally, the research process incorporates an analysis of the risk versus reward potential prior to purchase of any position.
Inception: July 1, 1998
Investment Style: Core
Market Capitalization Range: Range of the Russell Micro Cap Index
Number of Holdings: 50-70
Position Weight: Generally, 1%-3%
Benchmark: Russell Micro Cap Index
Portfolio Manager: Tim Ewing
To learn more about how Mesirow Financial's Micro Cap strategy, please contact your Mesirow wealth advisor or submit an inquiry here.submit an inquiry