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.
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.
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*Honors and recognition during the following years, respectively: 2018; 2019; and 2018 and 2019
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 prospectus (pdf). To obtain a print prospectus, call 800-432-7856. 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.