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Showing Q4 2024 data
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income
โขCIK: 846788โขFiling: Q4 2024
**MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income** This fixed income strategy manages $98M across 14 distinct positions, exhibiting a notable tilt toward equity-linked fixed income exposure. Top holdings reveal significant allocations to broad market ETFs, including VOO at $35.1M and JNK at $23.1M, suggesting a core mandate integrating credit risk with equity market beta. Further diversification is evident with substantial positions in HYG ($7.9M) and VEA ($7.7M), indicating a tactical approach spanning investment-grade credit and international developed markets.
Total AUM
$98.4M
QoQ Performance
-1.9%
Positions
9
Top 10 Concentration
98.8%
Latest Filing
Q4 2024
Top Holdings Allocation
VOO
JNK
HYG
VEA
VONV
VOO35.7%
JNK23.5%
HYG8.0%
VEA7.8%
VONV7.2%
VO4.9%
IVOO3.6%
GFR2.9%
๐ Biggest Sells
Sector Breakdown
Other64.3%
ETF35.7%
Technology0.0%
Changes from Q3 2024
NEW1 new position
โ1 increased
โ6 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023