Andrew J. Fleming, CFA, is Vice President and Portfolio Manager for the Value Plus Fund and its corresponding Small Cap Value Plus Strategy.
He began at Heartland as a research intern during the summer of 2011 while he was an MBA student in the Applied Security Analysis Program (ASAP) at the University of Wisconsin−Madison. He joined the Investment Team on a full-time basis as a Research Analyst in June 2012 and was promoted to Portfolio Manager in 2015.
Before ASAP, Fleming was an Associate at McKinley Reserve, a Wisconsin−based family office. He supported the private investment activities of the firm and helped raise capital for its portfolio companies.
In addition to his MBA, Fleming earned a law degree from Marquette University in 2007 and a bachelor’s in finance from Georgetown University in 2004, where he was a wide receiver on the football team.
Historically, stocks exhibiting "quality" factors such as low leverage are likely to outperform in a rising-rate environment.
Why a detailed analysis of balance sheet strength can be key to identifying attractive opportunities.
Heartland’s Small Cap Value Plus Strategy garners more accolades from PSN for its long-term performance.
Heartland’s Small Cap Value Plus Strategy earns repeat honors from PSN for its long-term performance.
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*Honors and recognition during the following years, respectively: 2020; 2018; and 2018, 2019, 2020, and 2021
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.
Heartland’s investing glossary provides definitions for several terms used on this page.
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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.