Colin McWey

Colin McWey, CFA, is Vice President and Portfolio Manager for the Mid Cap Value and Select Value Funds and their corresponding Mid Cap Value and Opportunistic Value Equity Strategies.

Heartland Advisors Value Investing Portfolio Manager Colin McWeyMcWey began at Heartland in 2009 as a Research Analyst. He assumed portfolio management responsibilities in 2010. He has been Lead Manager of the Mid Cap Value Strategy since January 2013 and became Lead Manager of its corresponding Fund at the Fund’s inception in October 2014. He was named co-Portfolio Manager of the Select Value Fund and its corresponding Strategy in 2015.

Prior to joining Heartland, McWey worked in several capacities at Bank of America’s investment banking subsidiary, Banc of America Securities. He developed expertise in the fixed income markets and corporate finance, along with the Health Care and Financials sectors. His most recent position at Bank of America was Vice President of Debt Capital Markets, in which he was responsible for the origination and execution of public debt and hybrid capital securities offerings.

He graduated from Vanderbilt University in 2001 with a bachelor’s in economics and history.

Investment Experience

  • Heartland Advisors, 2009-present
  • Banc of America Securities, 2001-2009

Education

  • B.S. in Economics and History, Vanderbilt University, 2001

Certification and Licensing

  • CFA Charterholder

Heartland Advisors Value Investing Team IconPortfolio Manager

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Investing Perspectives

Heartland in the News
2/22/17

Leveraging our Disciplined Approach

Sure a rising tide can lift all boats, but we’re ‘creating our own luck,' explains Portfolio Manager Colin McWey, CFA.

Heartland in the News
1/7/17

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.

Heartland in the News
11/12/16

Barron's Highlights Heartland Analysis of Dividend-Paying Stocks

Portfolio Manager Colin McWey, CFA, discusses the year-to-date disparity in performance between high-yielding stocks and the rest of the pack. Our view: investors have focused too much on absolute yield, creating opportunity for managers focused on fundamentals.

Video
11/16 - 4:45

Q&A: A Sweet Spot for Investing

CEO Will Nasgovitz discuss the Mid Cap Value Fund with Co-Portfolio Manager Colin McWey, CFA—including the value of mid-cap exposure, the Fund's investment process, and current positioning.

PM Perspective
10/16

Digging Deeper to Avoid Yield Traps

Today’s income hungry world underscores the need to dig into free cash flow and payout ratios to avoid yield traps.

Heartland in the News
10/17/16

Mid Cap Value Fund Praised for Recent Peer Group Performance

Portfolio Manager Colin McWey, CFA, discusses the team’s approach, which has led it to strong recent performance against peers and the benchmark.

Heartland in the News
10/5/16

Retail Stocks: A Mixed Bag

There are too many brands, too much competition, and not enough demand, says Portfolio Manager Colin McWey, CFA. Yet, a closer look yields a handful of names with attractive valuations and compelling catalysts.

Water & Wells
8/30/16

Creating a Nightmare on Wall Street?

Investor’s willingness to pay up for peace of mind may prove costly if rates rise or the economy continues to grow.

Heartland in the News
8/21/16

InvestmentNews Publishes Article by Portfolio Manager Colin McWey

The role capital cycle analysis plays in sector allocation.

Water & Wells
6/27/2016

Will the Russell Midcap® Value Index Strike the Right Balance?

Portfolio Manager Colin McWey shares thoughts on the impacts of the annual Russell Midcap® Value Index rebalancing.

PM Perspective
4/16

Why Catalysts and Context Matter

The difference between an unloved laggard and an attractive investment opportunity often begins with perception. Here is a look at internal catalysts and their importance in changing investors’ views and company results.

PM Perspective
4/16

Cash Flow: An Equalizing Force in Analysis

Cash flow helps us evaluate opportunities on an apples to apples basis regardless of industry or debt.

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Past performance does not guarantee future results.

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.

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.

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