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.
Portfolio Manager Andrew J. Fleming, CFA, shares how a conflicted macro backdrop has spurred investors to once again chase momentum.
Fund’s performance earns “Category King” recognition.
Bradford A. Evans, CFA, and Andrew J. Fleming, CFA, share their approach to portfolio management and where they see meaningful opportunities in the small-cap space.
The Small Cap Value Plus Strategy received accolade from Informa Investment Solutions' PSN manager database.
Andrew J. Fleming, CFA, analyzes the current market environment and shares his outlook for the quarters ahead.
The Wall Street Journal recognized the Fund’s performance.
Why value managers should skip low-calorie growth and focus on fat margins.
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