- Significant increase in AUM for Mesirow Equity Management
- Growth reflects strong performance, differentiated strategies and client-centric approach
- AUM advanced over 25% so far in 2023
CHICAGO, Sept. 26, 2023 /PRNewswire/ — Mesirow, an independent employee-owned financial services firm, announced that Mesirow Equity Management (“MEM”) has surpassed $1 billion in assets under management (“AUM”) as of August 31, 2023.
Led by Kathryn Vorisek, Head of Equity Management, Portfolio Manager, and Leo Harmon, Chief Investment Officer, Portfolio Manager, MEM focuses exclusively on managing small cap and small-mid cap portfolios and has historically delivered attractive risk adjusted returns with lower downside risk relative to the market and their peer group.
In 2023, the team’s AUM advanced more than 25%, reflecting marketplace interest in the team’s differentiated approach and their ability to navigate volatile and uncertain macroeconomic conditions. While the team emphasizes risk management, they also see opportunities in small-cap companies to potentially deliver competitive results.
“Surpassing $1 billion in AUM is a testament to the dedication of our entire team as well as the trust clients place in Mesirow. We are proud to serve our clients’ financial needs and value our long-term partnerships with them,” said Kathryn Vorisek.
To read more about what differentiates Mesirow Equity Management and what is driving their continued success, visit “Diverse Portfolio: A Conversation with Kathryn Vorisek and Leo Harmon.”
About Mesirow Equity Management
Mesirow Equity Management (MEM) is an institutional asset manager focused exclusively on investing in small cap and small-mid cap value and core equities. For more information, please visit mesirow.com/equity.
About Mesirow
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with locations around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. To learn more, visit mesirow.com and follow us on LinkedIn.
Mesirow was recently named one of the Best Places to Work in Chicago by Crain’s Chicago Business and one of the Top 100 RIA firms by Barron’s.
Media
[email protected]
Michael Herley | 203.308.1409
The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc. © 2023. All rights reserved. Securities offered through Mesirow Financial, Inc. member FINRA, SIPC. Investment strategies referenced are for institutional use only. Strategies for individual investors are also available. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries, and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc. ©2023. All rights reserved. Mesirow Equity Management (“MEM”) is a division of Mesirow Institutional Investment Management, Inc., (“MIIM”) an SEC-registered investment manager. Effective April 1, 2016, Mesirow acquired Fiduciary Management Associates, LLC (“FMA”) which is now an integral part of MEM. This communication is for institutional use only and may contain privileged and/or confidential information. It is intended solely for the use of the addressee. If this information was received in error, you are strictly prohibited from disclosing, copying, distributing, or using any of this information and are requested to contact the sender immediately and destroy the material in its entirety, whether electronic or hardcopy. Nothing contained herein constitutes an offer to sell or a solicitation of an offer to buy an interest in any Mesirow investment vehicle. The information contained herein 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. It should not be assumed that any recommendations incorporated herein will be profitable or will equal past performance. Model, theoretical, or hypothetical performance information and results do not reflect actual trading or asset, or fund advisory management and the results may not reflect the impact that material economic and market factors may have had, and can reflect the benefit of hindsight, on MEM’s decision-making if MEM were managing client’s money. Any chart, graph, or formula should not be used by itself to make any trading or investment decision. 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. Mesirow does not provide tax or legal advice. Securities offered through Mesirow Financial, Inc. member FINRA, SIPC.
Award recognition disclosures: https://www.mesirow.com/award-recognition-disclosures
SOURCE Mesirow Financial Holdings, Inc.