MESIROW FINANCIAL Overview
Mesirow Financial Investment Management Us Value Equity is an investment advisor that manages 12.1 BN dollars in regulatory AUM and has 160 employees, of which 91 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 589MM in positions, representing 5% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 589MM in positions, representing 5% of the manager's regulatory AUM.
MESIROW FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MESIROW FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 7.29% | ETF | 6.75% | -0.01% | 0 | 10% | ||
| DAR | 1.59% | Cons. Staples | 31.22% | 0.43% | 0 | 6% | ||
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FEATURED IN
MESIROW FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kristie P. Paskvan | Cfo, Director | November-2006 |
| Richard S. Price | Director, Chairman | March-2011 |
| Steven P. Luetger | Senior Managing Director | May-2005 |
| Michael E. Annin | Managing Director | April-2006 |
| Jeffrey M. Levine | Chief Compliance Officer | December-2008 |
| Alasdair R. Cripps | Senior Managing Director | June-2010 |
| Dennis B. Black | Director | March-2011 |
| Susan J. Schmidt | Managing Director | March-2012 |
| Thomas F. Hynes | Senior Managing Director | March-2012 |
| Lee M. Gordon | Senior Managing Director | June-2013 |
| Henry K. Cushing | Chief Operating Officer Of The Wealth Advisor Business Group | June-2013 |
MESIROW FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
MESIROW FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHOD OF ANALYSIS
The primary methods of analysis used in formulating investment advice and/or managing client assets are:
n An assessment of valuation based on free cash flow generation and deployment
n An assessment of various valuation metrics
n An in-depth evaluation of company management and strategy.
Key valuation metrics include Price to Cash Flow, Price to Earnings and Price to Book Value. Companies considered attractive will generally exhibit healthy generation and use of free cash flow, a well thought out business structure, evidence of a catalyst (such as stock repurchase, insider trading, spin-offs, increase in dividends, corporate restructuring, management changes or potential industry consolidation), and strong balance sheets. These stocks are sometimes under-followed and have valuations that suggest current investor enthusiasm is low. Stocks are sold or exposure is reduce...
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METHOD OF ANALYSIS
The primary methods of analysis used in formulating investment advice and/or managing client assets are:
n An assessment of valuation based on free cash flow generation and deployment
n An assessment of various valuation metrics
n An in-depth evaluation of company management and strategy.
Key valuation metrics include Price to Cash Flow, Price to Earnings and Price to Book Value. Companies considered attractive will generally exhibit healthy generation and use of free cash flow, a well thought out business structure, evidence of a catalyst (such as stock repurchase, insider trading, spin-offs, increase in dividends, corporate restructuring, management changes or potential industry consolidation), and strong balance sheets. These stocks are sometimes under-followed and have valuations that suggest current investor enthusiasm is low. Stocks are sold or exposure is reduce...
Unlock Full Investment Process Description
MESIROW FINANCIAL Portfolio Concentration
MESIROW FINANCIAL Location
353 N. CLARK ST
CHICAGO, Illinois
UNITED STATES, 60654
CHICAGO, Illinois
UNITED STATES, 60654
MESIROW FINANCIAL Contact Information
Phone Number: 800-621-4421
Fax Number: 312-595-7208
Website: null
Fax Number: 312-595-7208
Website: null
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