Investment Team

  • Organizational Structure
  • Investment Professionals
  • Trading Professionals
  • Investing Perspectives

Heartland Advisors Value Investing Team IconThe Investment Team includes portfolio managers, research analysts, and traders. The Team applies Heartland’s value investing philosophy and disciplined investment process, the 10 Principles of Value Investing™, to manage the four domestic and one international Heartland Funds and four separately managed account strategies.

The team collectively has nearly 320 years of industry experience, with almost 200 of those years obtained at Heartland, as of December 31, 2016.

Portfolio managers and research analysts work side-by-side to apply a bottom-up approach that combines traditional fundamental analysis and meetings with management, competitors, and end clients of the businesses we consider for investment. Collaboration allows the Investment Team to cross-cover sectors and companies, generate a significant amount of internal research, and challenge investment ideas from multiple perspectives.

We believe the Investment Team’s interests are aligned with our clients because the Team, along with other Heartland team members, collectively owned more than $34 million in the Heartland Funds as of December 31, 2016.

Organizational Structure


Heartland Advisors Value Investing Portfolio Management Team Org Chart

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Investment Professionals

Heartland Advisors Value Investing Research Analyst Michael Ebeling

Michael P. Ebeling

Ebeling, CFA, is a Research Analyst. He has 10 years of industry experience, 1 at Heartland.

Heartland Advisors Value Investing Portfolio Manager Bradford A. Evans

Bradford A. Evans

Evans, CFA, is Senior Vice President and Portfolio Manager of the Value Plus Fund and its corresponding separately managed account strategy. He has 20 years of industry experience, 17 at Heartland.

Heartland Advisors Value Investing Research Analyst Andrew Fleming

Andrew J. Fleming

Fleming, CFA, is Vice President and Portfolio Manager of the Value Plus Fund and its corresponding separately managed account strategy. He has 7 years of industry experience, 4 at Heartland.

Heartland Advisors Value Investing Portfolio Manager David Fondrie

David Fondrie

Fondrie, CPA, is Senior Vice President and Portfolio Manager of the Select Value Fund and its corresponding separately managed account strategy. He has 22 years of industry experience, all at Heartland.

Heartland Advisors Value Investing Portfolio Manager Michael Jolin

Michael Jolin

Jolin, CFA, is Vice President and Portfolio Manager for the Heartland International Value Fund. He has 13 years of industry experience, 7 at Heartland.

Heartland Advisors Value Investing Research Analyst Troy McGlone

Troy McGlone

McGlone, CFA, is a Research Analyst. He has 8 years of industry experience, 2 at Heartland.

Heartland Advisors Value Investing Portfolio Manager Colin McWey

Colin McWey

McWey, CFA, is Vice President and Portfolio Manager of the Select Value and Mid Cap Value Funds and their corresponding separately managed account strategies. He has 14 years of industry experience, 7 at Heartland.

Heartland Advisors Value Investing Research Analyst Eric Miller

Eric Miller

Miller is Vice President and Portfolio Manager of the Heartland Value Fund and its corresponding separately managed account strategy. He has 23 years of industry experience, 13 at Heartland.

Heartland Advisors Value Investing Portfolio Manager Bill Nasgovitz

Bill Nasgovitz

Nasgovitz is Chairman and CIO, and Portfolio Manager of the Value Fund and its corresponding separately managed account strategy. He also is President and Director of Heartland Funds. He has 48 years of industry experience, 34 at Heartland.

Heartland Advisors Value Investing Portfolio Manager Will Nasgovitz

Will Nasgovitz

Nasgovitz is CEO and Portfolio Manager of the Select Value and Mid Cap Value Funds and their corresponding separately managed account strategies. He also is CEO of Heartland Funds. He has 16 years of industry experience, 13 at Heartland.

Heartland Advisors Value Investing Portfolio Manager Robert Sharpe

Robert C. Sharpe

Sharpe is Vice President and Portfolio Manager of the International Value Fund. He has 33 years of industry experience, 3 at Heartland.

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Chief Risk Officer

Heartland Advisors Value Investing Firm Paul Beste

Paul Beste

Beste, CPA, is Senior Vice President and Chief Risk Officer. He is also Vice President and Secretary of the Heartland Funds. He has 32 years of industry experience, 19 at Heartland.

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Trading Professionals

Heartland Advisors Value Investing Equity Trading Team Kevin Clark

Kevin D. Clark

Clark is Senior Vice President of Equity Trading. He has 32 years of industry experience, 23 at Heartland.

Heartland Advisors Value Investing Equity Trading Team Matthew Miner

Matthew Miner

Miner, CFA, is Vice President and Director of Equity Trading. He has 25 years of industry experience, 20 at Heartland.

Heartland Advisors Value Investing Trading Team Joshua Van Dreel

Joshua Van Dreel

Van Dreel is a Senior Equity Trader. He has 13 years of industry experience, all at Heartland.

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Investing Perspectives

PM Perspective
2/17
Heartland Advisors value investing portfolio manager Will Nasgovitz

What’s in Your Index?

A look at how passive investing may be adding unwanted risk to your portfolio.

Water & Wells
2/7/17
Heartland Advisors Value Investing Portfolio Manager Will Nasgovitz

Corporate America’s Doping Problem

History has been unforgiving for companies that bulk up on debt.

Water & Wells
1/24/17
Heartland Advisors International Value Investing Portfolio Manager Michael Jolin

Value: No Translation Needed

A look at what normalized price-to-earnings ratios are telling us about valuations overseas.

Heartland in the News
1/16/17
Heartland Advisors Value Investing Portfolio Manager Will Nasgovitz

At the Intersection of Art & Science

A look at how both influence our quest for value.

Heartland in the News
1/7/17
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Trends in Big Pharma

Portfolio Manager Colin McWey, CFA, discusses how Heartland's focus on fundamentals has helped uncover two companies we believe have growth potential despite challenges in the sector.

Water & Wells
12/14/16
Heartland Advisors Value Investing Portfolio Manager Will Nasgovitz

Will High-Yielding Companies Get Lost on the Hike?

A look at how the latest Fed rate hike may play out for dividend paying stocks.

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Heartland in the News
10/5/16
Heartland in the News
9/17/16
Heartland in the News
6/18/16
Water & Wells
6/14/16
Video
2/16 - 2:21
PM Perspective
2/16

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©2017 Heartland Advisors | 789 N. Water Street, Suite 500, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856

Past performance does not guarantee future results.

Organizational chart reflects intended team structure, and all positions may not currently be filled.

Sector and industry classifications as determined by Heartland Advisors may reference data from sources such as FactSet Research Systems, Inc. or the Global Industry Classification Codes (GICS) developed by Standard & Poor’s and Morgan Stanley Capital International.

The statements and opinions expressed in the articles or appearances are those of the presenter. Any discussion of investments and investment strategies represents the presenters' views as of the date created and are subject to change without notice. The opinions expressed are for general information only and are not intended to provide specific advice or recommendations for any individual. Any forecasts may not prove to be true.

Economic predictions are based on estimates and are subject to change.

There is no guarantee that a particular investment strategy will be successful.

Heartland’s investing glossary provides definitions for several terms used on this page.

The Heartland Funds are distributed by ALPS Distributors, Inc.

Separately managed accounts and related investment advisory services are provided by Heartland Advisors, Inc., a federally registered investment advisor. ALPS Distributors, Inc., is not affiliated with Heartland Advisors, Inc.

The above individuals are registered representatives of ALPS Distributors, Inc.

CFA is a trademark owned by CFA Institute.

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