The Equity Management team believes that the key to generating consistent investment performance is the selection of investment opportunities that possess attractive valuations and identifiable catalysts that are expected to generate accelerating earnings and cash flow growth.
For more than four decades, Mesirow Financial has provided institutional caliber equity investment strategies. Today we focus exclusively on small cap and small-mid cap investing for institutional investors. Our expertise in this domain gives us confidence that we can deliver superior results with less risk by participating in up markets and protecting capital in down markets.
We offer small cap and small-mid cap strategies to institutional investors who utilize them to complete a well-planned asset allocation.
Our investment professionals have extensive experience in the field of investing. They work together as a team to provide superior results.
We are an employee owned enterprise that is deeply committed to providing outstanding service and exceeding our clients’ expectations. All of the investment team members are invested in our small cap value strategy. Our success is closely aligned with our clients’ success.
We employ the same investment process for both our strategies. Our buy discipline leads us to purchase attractively valued, higher quality stocks. Our clearly defined sell discipline ensures that we only own stocks where we have high conviction. Both our buy and sell disciplines help us to actively manage and mitigate risk in the portfolio.
A key differentiator is our use of top down macroeconomic analysis to identify trends that will likely provide tailwinds to stocks that have exposure to specific end markets. The use of a top down overlay in a small cap strategy is very uncommon. We believe it helps us identify better opportunities with a greater chance of investment success.
Our strategies are most appropriate for long-term institutional investors who prefer returns that are materially better than the market with substantially less risk than the market. We also appeal to investors who prefer or need to have greater capital preservation in down markets due to expected nonprofit spending policies or retirement benefit payments.
Our perspective on the small cap market is distinct because we understand the nuances of investing in small cap companies. Please enjoy our Small Cap Perspectives newsletter. It is where we share observations on the global investment environment and how events could influence US equities and in particular, US small cap stocks.
On a quarterly basis, we provide our general thoughts and observations on what took place during the quarter and why those events are relevant to investors.
To learn more about how Equity Management can help you, please contact Eric Welt at 312.595.2281 or Jim Kilbane at 312.595.6761 or submit an inquiry here.Submit an inquiry