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Mesirow Financial Mutual Funds

Expertise Delivered Personally

As an employee-owned firm, we’ve been investing in client success for more than 80 years. We’ve helped our clients – global institutions, corporations and affluent individuals – successfully meet their financial objectives. Authentic communication, consistent accessibility and an unwavering commitment to achieve define the Mesirow Financial approach.

Our Funds

High Yield Fund

The Mesirow Financial High Yield Fund seeks to provide a high level of current income consistent with the preservation of principal. The Fund generally takes diversified positions in the securities of corporations whose debt is rated below investment grade with an emphasis on smaller issues (below $500mm) that are typically issued by small-to-mid capitalization companies.

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Small Cap Value Fund

The Mesirow Financial Small Cap Value Fund (the “Small Cap Value Fund” or the “Fund”) seeks to provide long-term capital appreciation with less volatility than the U.S. small cap value market.

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Benefits of Working with Mesirow Financial

Alignment of interests

As an independent company, we are owners, and we can focus exclusively on our clients and their needs.

Longevity of experienced teams

As industry leaders, we draw from years of experience gained over nearly eight decades, to deliver the right solution for each client.

Effective solutions

As responsive partners, we believe in conducting business without pretense and delivering proactive client service to help ensure your strategies continue to be effective.

Inspiration to make a difference

As entrepreneurs, we are inspired by each client's unique definition of success. To see every client relationship fully realized and make a difference is our measure of success.

Contact Us

Have questions or need more information? Contact us at 833.637.4769 or send us a message.

Submit an inquiry

Carefully consider the Funds’ investment objective, risk factors, charges and expenses before investing. This and additional information can be found in the Funds’ full & summary prospectus, which may be obtained on the Documents page of this site or by calling 1-833-MESIROW. Read the prospectus before investing.

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 from 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. Mesirow Financial Investment Management, Inc. and its affiliated companies and/or individuals may, from time to time, own, have long or short positions in, or options on, or act as a market maker in, any securities discussed herein and may also perform financial advisory or investment banking services for those companies. 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.There are risks involved with investing, including possible loss of principal.
The Mesirow Funds are distributed by SEI Investments Distribution Co. (SIDCO). The Funds are managed by Mesirow Financial Investment Management, Inc. SIDCO is not affiliated with Mesirow Financial Investment Management, Inc.

Check the background of SIDCO on FINRA's BrokerCheck.