MESIROW M FINANCIAL INVESTMENT – GuruFocus.com

MESIROW FINANCIAL INVESTMENT MANAGEMENT – Equity and fixed income securities recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

353 NORTH CLARK ST CHICAGO, IL 60654

According to the latest 13F report, the guru’s stock portfolio contained 125 stocks valued at a total of $782.00 million. The main titles were VOO (4.35%), RGA (1.97%) and DOC (1.88%).

According to data from GuruFocus, these were MESIROW FINANCIAL INVESTMENT MANAGEMENT – Equity & Fixed Income’s top five deals of the quarter.

Ovintiv Inc

MESIROW FINANCIAL INVESTMENT MANAGEMENT – Equity & Fixed Income reduced its investment in NYSE:OVV by 258,985 shares. The transaction had an impact of 1.55% on the equity portfolio. During the quarter, the stock traded at an average price of $51.58.

On 08/08/2022, Ovintiv Inc traded at a price of $47.42 per share and a market capitalization of $12.06 billion. The stock has returned 89.42% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Ovintiv Inc has a price/earnings ratio of 14.85, a price/book ratio of 2.62, an EV/Ebitda ratio of 7.26 and a price/sales ratio of 1.42.

The GF price-to-value ratio is 1.60, giving the stock a GF value rank of 1.

The Hannover Insurance Group Inc

The guru established a new position worth 80,010 shares in NYSE:THG, giving the stock a 1.5% weighting in the equity portfolio. The shares traded at an average price of $146.81 during the quarter.

On 08/08/2022, The Hanover Insurance Group Inc traded at a price of $127.48 per share and a market capitalization of $4.54 billion. The stock has returned -5.19% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, The Hanover Insurance Group Inc has a price-to-earnings ratio of 14.17, a price-to-book ratio of 1.78, a price-to-earnings-to-growth (PEG) ratio of 0.46, an EV ratio of /EBITDA of 11.38 and a price-to-sales ratio of 0.89.

The GF price/value ratio is 0.89, giving the stock a GF value rank of 7.

Huron Consulting Group Inc

The guru established a new position worth 172,067 shares in NAS:HURN, giving the stock a 1.43% weighting in the equity portfolio. The shares traded at an average price of $56.28 during the quarter.

On 08/08/2022, Huron Consulting Group Inc traded at a price of $66.79 per share and a market capitalization of $1.39 billion. The stock has returned 40.14% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Huron Consulting Group Inc has a price to earnings ratio of 16.62, a price to book ratio of 2.42, an EV to EBITDA ratio of 15.47 and a price to sales ratio of 1. 37.

The GF price/value ratio is 1.06, giving the stock a GF value rank of 5.

EQT Corp.

MESIROW FINANCIAL INVESTMENT MANAGEMENT – Equity & Fixed Income reduced its investment in NYSE:EQT by 362,290 shares. The transaction had an impact of 1.38% on the equity portfolio. During the quarter, the stock traded at an average price of $41.12.

On 08/08/2022, EQT Corp traded at a price of $41.34 per share and a market capitalization of $15.29 billion. The stock has returned 125.01% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 6 out of 10.

In terms of valuation, EQT Corp has a price-to-book ratio of 1.69, an EV/Ebitda ratio of 18.12 and a price-to-sales ratio of 1.50.

The GF price/value ratio is 1.22, giving the stock a GF value rank of 3.

Tenet Healthcare Corp

The guru sold his 143,000 share investment in NYSE:THC. Previously, the stock had a weighting of 1.36% in the equity portfolio. The shares traded at an average price of $69.85 during the quarter.

On 08/08/2022, Tenet Healthcare Corp traded at a price of $64.17 per share and a market capitalization of $6.92 billion. The stock has returned -6.65% over the past year.

GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 6 out of 10.

In terms of valuation, Tenet Healthcare Corp has a price/earnings ratio of 7.97, a price/book ratio of 6.36, a price/earnings/growth (PEG) ratio of 0.85, an EV/Ebitda ratio of 5.63 and a price-to-sales ratio of 0.37.

The GF price-to-value ratio is 1.23, giving the stock a GF value rank of 3.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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