Andrew J. Fleming

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 a student in the Master of Business Administration in Applied Securities Analysis Program at the University of Wisconsin-Madison. He joined the Investment Team as a Research Analyst in June 2012, after completing the program, and began as a Portfolio Manager in 2015.

Before beginning the securities analysis program, Fleming was an Associate for two years 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. His work included due diligence, market research, financial modeling, and valuation analysis.

In addition to his master’s degree, Fleming earned a law degree from Marquette University in 2007 and a bachelor’s in finance from Georgetown University in 2004.

Investment Experience

  • Heartland Advisors, 2012-present
  • McKinley Reserve, 2006-2010

Honors and Recognition*

  • Named a "Rising Star" by the Fund Intelligence Mutual Fund Industry Awards
  • Recognized as a "Category King" manager by The Wall Street Journal
  • Designated as a "Top Guns" manager by Informa Investment Solutions' PSN Manager Database

Education

  • M.B.A. in Applied Securities Analysis, University of Wisconsin–Madison, 2012
  • J.D., Marquette University Law School, 2007
  • B.S. in Finance, Georgetown University, 2004

Certification and Licensing

  • CFA Charterholder
  • Licensed Member of the Wisconsin State Bar

Community Service

  • Betty Brinn Children's Museum, Board Member
  • Georgetown Alumni Admissions Program Committee, Member

Heartland Advisors Value Investing Portfolio Manger Andy Fleming

Portfolio Manager

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News & Investing Perspectives

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.

5/25/21

Value Plus Strategy Earns Repeat Top Guns Recognition

Heartland’s Small Cap Value Plus Strategy earns repeat honors from PSN for its long-term performance.

2/24/21

Value Plus Strategy Earns Top Guns Recognition

Heartland’s Small Cap Value Plus Strategy was awarded the designation for being among the top performers in PSN’s Small-Mid Value Universe peer group.

9/20 - 2:03

The Importance of Financial Soundness

Why debt can be a four-letter word when it comes to small caps.

 

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*Honors and recognition during the following years, respectively: 2020; 2018; and 2018, 2019, and 2020

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.

The above individual is a registered representative of ALPS Distributors, Inc.

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

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.

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