Brad A. Evans, CFA is Senior Vice President and Portfolio Manager. He has more than 15 years of industry experience and has a member of the investment team for the Value Fund since 2004 and Value Plus Fund since 2006. He also currently serves as Heartland's Director of Equity Research, a position he has held since 2011.
He initially joined Heartland in 1996 as Research Associate and was later promoted to Equity Research Analyst. As an analyst, he focused on the energy and materials sectors, among others. Following a three-year term with High Rock Capital as a research analyst, he returned to Heartland in 2004.
As an advocate for small-cap value investing, Brad has been frequently interviewed by the national financial media, such as Barron’s, Bloomberg TV, BusinessWeek and The Wall Street Journal. He was among the money managers with "gold-standard track records" in CNNMoney.com's May 27, 2010 article, "25 stock picks from 25 great investors." In 2010, Brad also appeared on CNBC as an "All-Star Investor," when he discussed small-cap dividend-paying stocks.
Brad graduated with honors from the University of Wisconsin – Madison with a Bachelor of Arts in International Relations, Russian, and Political Science. He is a CFA charterholder.
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