Heartland is a 100% employee owned value boutique, focused on US stocks from the micro through mid-cap range. Since our founding in 1984, Heartland has analyzed companies using our proprietary 10 Principles of Value Investing™. Combined with a collection of risk management rules and tools to construct portfolios, our strategies seek consistent relative outperformance versus their peer groups and benchmarks.
We manage approximately $1.9 billion and our team collectively owned over $38 million in our Funds as of June 30, 2023.
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Learn About Our Team
We are not just a value Firm, but a team of value people. A walk through our parking garage or a review of teammates personal investments in the Heartland Funds provide solid confirmation. Heartland conference rooms all reference value investing with the Board room named after Benjamin Graham, whose book, The Intelligent Investor, is the foundation for Heartland’s investment philosophy.
Each functional area of the Firm has representation on our four-member Leadership Team. This ensures all voices are heard and we are working as one unit to meet our client's needs. Every team member creates an annual “game plan” with their team leader, which all roll up to the broader strategic goals of our business.
While we have high expectations for our team, including a commitment to CNEI (Constant Never Ending Improvement) we also want people to be engaged and enjoy themselves. Whether it's a team outing to a ballgame, yoga on the terrace, or our annual Holiday Party, we take time out to show our appreciation and celebrate together.
We have no debt, a strong cash position and a foundation of long-term, loyal clients who provide a base of profitability. This allows us to be long-term thinkers. The leaders of each business unit and strategy are well tenured in the Firm as well as the industry yet have long runways remaining in their careers.
The investment management, trading, and operational functions of Heartland are governed by comprehensive policies, procedures, and oversight bodies.
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Heartland has long believed that our success starts with client results but continues into the community. We measure our progress by asking two questions: (1) Are we succeeding for our clients? And (2) Are we helping to enhance the strength and vibrance of the world around us? To that end, Heartland has a long history of working with dozens of partners who share our civic spirit.
Heartland believes varied perspectives and experiences contribute to the robustness of the Heartland Team and enhance the quality of services provided to clients. As a Firm, we also believe it is important that diverse perspectives have a voice not simply in the board room but in the conversations that take place in academic settings where future leaders are formed. Read more about our latest initiative to foster greater awareness and access to the field of investment management.
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©2023 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856
Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.
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.