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


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

Certification and Licensing

  • CFA Charterholder

Heartland Advisors Value Investing Team IconPortfolio Manager

Please wait while we gather your results.

Investing Perspectives

PM Perspective

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

Bloomberg Radio Interviews Heartland Mid Cap Manager

Colin McWey, CFA, discusses the need for intellectual honesty and a focus on balance sheets when navigating the deep value landscape.

Heartland in the News

Sticking to Fundamentals in a Teflon Market

Portfolio Manager Colin McWey, CFA, reiterates our commitment to attractive valuations and financial soundness—cornerstones of a long-term philosophy.

Press Release

Heartland Mid Cap Value Fund Reaches Three-Year Milestone

With market volatility near historic-low levels—and the Russell Midcap® Value Index climbing steadily higher—market dynamics seem to suggest little has changed during 2017. In this Q&A, Portfolio Manager Colin McWey, CFA, digs below the surface.

Heartland in the News

Taking the Inflation Bull by the Horns

When inflation heats up, will Industrials follow? Portfolio Manager Colin McWey, CFA, shares his perspective with MarketWatch.

PM Perspective

Cash Flow: An Equalizing Force in Analysis

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

PM Perspective

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.

Heartland in the News

Why Backing Winners Could be a Losing Formula

Portfolio Manager Colin McWey, CFA, talks with MarketWatch about potential pitfalls in today’s crowded trades.

Heartland in the News

Circling the Wagon: What Colin McWey, Buffett & Others See in Wells Fargo

MarketWatch asks Portfolio Manager Colin McWey, CFA, for his take on a Warren Buffett* favorite stock.

Heartland in the News

Retail and REITs: The Case for Not Buying in Bulk

In areas where some see short-term opportunities, Portfolio Manager Colin McWey, CFA, explains how our long-term focus is steering us away from many traditional retail companies and REITs.

Heartland in the News

‘There’s More Bull To Be Had’

Portfolio Manager Colin McWey, CFA, weighs in on whether the bull market has more room to run despite inflated stock prices.​

4/17 - 2:39

A Look at Our Mid Cap Value Strategy

The Portfolio Management Team provides an overview.

Heartland in the News

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

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

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.

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.

Email Sign Up

  • I am a financial professional or institutional investor
  • I am an individual investor
Financial Professionals & Institutional Investors
Individual Investors




Heartland Perspectives

Heartland Perspectives

Product Insights

Select Value Fund

Mid Cap Value Fund

Value Plus Fund

Value Fund

International Value Fund

Opportunistic Value Equity Strategy

Mid Cap Value Strategy

Small Cap Value Plus Strategy

Small Cap Value Strategy

Terms of Use
These email lists are created for use by U.S. investment professionals only and are published strictly for informational purposes. Providing access to the content of these emails does not explicitly or implicitly constitute a solicitation of services or products of Heartland Advisors, Heartland Funds, or any of their affiliates. The information contained in these emails is not intended for distribution to, or for use by, investment professionals in a jurisdiction where distribution or purchase is not authorized. The information contained in these emails is not appropriate for use by individual investors. By registering for any of these emails, you agree to Heartland’s terms and conditions and that you are qualified as an institutional investor or otherwise member of a registered broker/dealer, registered investment advisor, or investment consulting firm.
I agree to the Terms of Use and confirm that I am a financial professional

Monthly enews

©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

As of 3/31/2017, Heartland Advisors on behalf of its clients held approximately 0.01% of the total shares outstanding of Wells Fargo & Co.

Portfolio holdings are subject to change without notice. Current and future portfolio holdings are subject to risk.

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.

CFA® is a registered trademark owned by the CFA Institute.

Unless noted with an asterisk (*), the above individuals are registered representatives of ALPS Distributors, Inc.

The Heartland Funds are distributed by ALPS Distributors, Inc.