Andrew J. Fleming, CFA, is the Vice President, Director of Research, 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.
Heartland’s Value Plus Fund was identified as having strong overall total returns during the three bear markets from 2000-2022.
Why a detailed analysis of balance sheet strength can be key to identifying attractive opportunities.
Value Plus Fund Portfolio Manager Andy Fleming shares the 3 pillars of his stock-picking strategy.
Historically, stocks exhibiting "quality" factors such as low leverage are likely to outperform in a rising-rate environment.
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