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Mesirow Financial Mutual Funds

fact sheet

Mesirow Financial Small Cap Value Sustainability Fund

Strategy Overview

Objective

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

Process Highlights

  • The Fund employs a relative value philosophy to analyze and select investments that it believes have attractive valuations as well as potential catalysts that are expected to lead to accelerated earnings and cash flow growth.
  • The Fund evaluates broad themes and market developments that it believes can be exploited through portfolio construction and rigorous fundamental research.
  • The Fund’s style of investing is based on the belief that earnings and cash flow growth are the principal drivers of investment performance, particularly when accompanied by visible, quantifiable catalysts that have not been fully recognized by the investment community.
  • The Fund considers environmental, social and governance ("ESG") factors within the fundamental assessment of macro, sector and company specific trends and believes that the incorporation of these factors may contribute to better investment returns by reducing the overall risk profile of the Fund.
  • Benchmark is the Russell 2000 Value Index.

Contact Us

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

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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 the possible loss of principal. In addition to the normal risks associated with investing, investments in smaller companies typically exhibit higher volatility.
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.