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~ Mesirow, an independent employee-owned financial services firm, has 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 and Portfolio Manager, and Leo Harmon, Chief Investment Officer and Portfolio Manager, MEM focuses exclusively on managing small cap and small-mid cap portfolios. The team has historically delivered attractive risk adjusted returns with lower downside risk relative to the market and their peer group.
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The team's AUM advanced more than 25% in 2023 due to marketplace interest in their differentiated approach and their ability to navigate volatile and uncertain macroeconomic conditions. While they emphasize risk management, they also see opportunities in small-cap companies to potentially deliver competitive results.
Kathryn Vorisek commented on the milestone: "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."
To learn 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."
Led by Kathryn Vorisek, Head of Equity Management and Portfolio Manager, and Leo Harmon, Chief Investment Officer and Portfolio Manager, MEM focuses exclusively on managing small cap and small-mid cap portfolios. The team has historically delivered attractive risk adjusted returns with lower downside risk relative to the market and their peer group.
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The team's AUM advanced more than 25% in 2023 due to marketplace interest in their differentiated approach and their ability to navigate volatile and uncertain macroeconomic conditions. While they emphasize risk management, they also see opportunities in small-cap companies to potentially deliver competitive results.
Kathryn Vorisek commented on the milestone: "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."
To learn 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."
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