The Wall Street Transcript
The Wall Street Transcript - In-Depth Interviews for Investors
General Investing >> Money Manager Interviews >> May 31, 2019

Driving Performance Through Fundamentals in the Small-Cap Space

Harmon Jr., Leo
Leo Harmon Jr., CFA, is Director of Research and Managing Director Research Division of the Equity Management Group of Mesirow Financial Inc. At Mesirow, Mr. Harmon serves as Co-Portfolio Manager and Director of Research for small-cap value and smid-cap value equity strategies and provides coverage for bank-related companies within the financial services sector. Mr. Harmon has more than 25 years of investment management experience as a portfolio manager and research analyst covering a variety of industries with both larger and smaller market capitalizations and has a particular expertise in financial services. Prior to joining Mesirow Financial, he was a managing director, director of research and portfolio manager for a predecessor company, Fiduciary Management Associates, LLC, where he joined in 2003 and which was subsequently acquired by Mesirow Financial in 2016. Before that, Mr. Harmon was a portfolio manager at Allstate Insurance, Allstate Investments LLC. Mr. Harmon is a CFA charterholder and a CAIA charterholder, as well as a member of the CFA Institute, the CAIA Association, the National Association of Securities Professionals and the Economics Club of Chicago. He is also a member of the CFA Society of Chicago, where he was appointed to the board of directors and served in various roles, including Chairman. In addition, he served as Chairman on the external investment committee for the Office of the Illinois State Treasurer. Mr. Harmon facilitates the firm’s curriculum in the Big Shoulders Fund’s “Stock Market Program,” which provides education on the concepts of investing to eighth-grade students in the neediest areas of inner-city Chicago. Mr. Harmon earned a B.S. in finance from Bradley University and an MBA with a concentration in finance from the Fuqua School of Business at Duke University. Profile
Word count: 2,997

TWST: Can you briefly describe the fund that you want to discuss today?

Mr. Harmon: The fund we are discussing today is The Mesirow Financial

Top Company Interviews

Microsoft Corporation
Intel Corporation
Pfizer, Inc.
General Electric Company
Walmart Inc.
International Business Machines Corporation
Citigroup Inc.
Exxon Mobil Corporation
Bank of America Corporation
Dell Inc.
Verizon Communications Inc.
Alphabet Inc

Register for a Free Account to gain greater access to The Wall Street Transcript right now

CEO INTERVIEWS
Interview with the President and CEO: PDS Biotechnology Corporation (NASDAQ:PDSB)
Interview with the Founder and Executive Chairman: Organovo Holdings Inc. (NASDAQ:ONVO)
Interview with the Co-Founder and CEO: Equillium Inc. (NASDAQ:EQ)
SECTOR ROUNDTABLES
Natural Gas Weighs Heavy On E&P Near-Term Prospects
Roundtable Forum:optimism Despite Uncertainty In For-profit Education
Roundtable Forum:a Shift In Focus To Natural Gas From Oil
MONEY MANAGER INTERVIEWS
Electric Cars and AI Fuel Long-Term Electricity Demand
Separating the Real Winners and Losers in the AI Boom
Generating Dividend Yield That’s Not Correlated to Interest Rates
ANALYST INTERVIEWS
Robust M&A Activity Provides Tailwind to Biotech Sector
Seeking Out Game Changers in Re-Emerging Biotech Sector
Obesity Drugmakers Still a ‘Buy’ Despite Lofty Valuations
Since 1963
© The Wall Street Transcript 2016, 2024
Terms and Conditions
Privacy Policy