Micro Cap Equity

Why Micro Cap?

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.

Our Philosophy and Process

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.

The Mesirow Advantage

  • Nearly 20-year tradition of succes
    • Launched in July 1998, one of the longest running micro cap strategies in the market
    • Continues to be led by Tim Ewing, one of the original portfolio managers
  • Patient, disciplined approach: take advantage of volatility while controlling risk
  • Strong risk-adjusted, net-of-fee performance

Micro Cap Equity

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

Contact Us

To learn more about how Mesirow Financial's Micro Cap strategy, please contact your Mesirow wealth advisor or submit an inquiry here.

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The information contained herein is intended for institutions and accredited investors, and 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 FINRA and SIPC.
The Russell Microcap Index offers investors access to the smallest capitalization segment of the U.S. equity universe. The Russell Microcap Index is constructed to provide a comprehensive and unbiased barometer of the micro cap market.
The Russell 2000 Index is constructed to provide a comprehensive and unbiased barometer of the small cap market.
The S&P 500 Index is constructed to provide a comprehensive and unbiased barometer of the U.S. equity market