Investment Team

The 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 three domestic Heartland Funds and four separately managed account strategies.

The team collectively has almost 246 years of industry experience, with 160 of those years obtained at Heartland, as of June 30, 2021.

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 about $41 million in the Heartland Funds as of June 30, 2021.

Organizational Structure

Heartland Advisors Value Investing Portfolio Management Team Org Chart

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Investment Professionals

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 25 years of industry experience, 22 at Heartland.

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 12 years of industry experience, 9 at Heartland.

Troy McGlone

McGlone, CFA, is Vice President and Portfolio Manager for the Opportunistic Value Equity Strategy, as well as the Mid Cap Value Fund and it’s corresponding Mid Cap Value Strategy. He has 13 years of industry experience, 7 at Heartland.

Colin McWey

McWey, CFA, is Vice President and Portfolio Manager for the Opportunistic Value Equity Strategy, as well as the Mid Cap Value Fund and it’s corresponding Mid Cap Value Strategy. He has 19 years of industry experience, 12 at Heartland.

Bill Nasgovitz

Nasgovitz is Chairman and Portfolio Manager of the Value Fund and its corresponding separately managed account strategy. He has 52 years of industry experience, 38 at Heartland.

Will Nasgovitz

Nasgovitz is CEO and Portfolio Manager of the Opportunistic Value Equity Strategy, as well as the Mid Cap Value Fund, the Value Fund, and their corresponding Mid Cap Value and Small Cap Value Strategies. He also is President and Director of Heartland Funds. He has 21 years of industry experience, 17 at Heartland.

Michael Warecki

Warecki is a Research Analyst. He has 4 years of industry experience, 2 at Heartland.

Jacob Westphal

Westphal is a Research Analyst. He has 6 years of industry experience, 1 at Heartland.

Edward Wojciechowski

Wojciechowski is a Senior Research Analyst. He has 28 years of industry experience and started at Heartland in 2021.

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Trading Professionals

Kevin D. Clark

Clark is Senior Vice President of Equity Trading. He has 37 years of industry experience, 28 at Heartland.

Matthew Miner

Miner, CFA, is Vice President, Chief Risk Officer, and Director of Trading. He has 29 years of industry experience, 24 at Heartland.

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Investing Perspectives

Press Release
8/24/21

Value Plus Strategy Repeats With Top Guns Recognition

Heartland’s Small Cap Value Plus Strategy garners more accolades from PSN for its long-term performance.

Water & Wells
8/2/21

Thrift Shopping

After a torrid rebound for Consumer Discretionary, is it time for caution?

Heartland in the News
6/5/21

The Two W’s of Value Investing

Mid Cap Value Fund Portfolio Manager Colin McWey, CFA, discusses how asking the questions “why” and “when” are a key part of his Fund’s success.

 

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©2021 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

Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.

Past performance does not guarantee future results.

An investor should consider the Funds’ investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information may be found in the Funds' prospectus. To obtain a prospectus, please call 800-432-7856 or visit heartlandadvisors.com. Please read the prospectus carefully before investing.

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

Sector and Industry classifications are sourced from GICS®.The Global Industry Classification Standard (GICS®) is the exclusive intellectual property of MSCI Inc. (MSCI) and S&P Global Market Intelligence (“S&P”).  Neither MSCI, S&P, their affiliates, nor any of their third party providers (“GICS Parties”) makes any representations or warranties, express or implied, with respect to GICS or the results to be obtained by the use thereof, and expressly disclaim all warranties, including warranties of accuracy, completeness, merchantability and fitness for a particular purpose.  The GICS Parties shall not have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of such damages.

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 registered trademark owned by the CFA Institute.

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