Bradford A. Evans

Bradford A. Evans, CFA, is Senior Vice President and Portfolio Manager for the Value Plus Fund and its corresponding Small Cap Value Plus Strategy.

Heartland Advisors Value Investing Portfolio Manager Bradford EvansEvans began at Heartland in 1996 as a Research Associate. He was promoted to Equity Research Analyst, during which time he developed expertise in the Energy, Consumer, and Materials sectors.

Following nearly four years at High Rock Capital, Evans returned to Heartland as Portfolio Manager for the Value Fund in 2004, which he co-managed until 2015. He became Portfolio Manager of the Value Plus Fund in April 2006 and also was Director of Equity Research from 2011 to 2016.

Evans is a vocal advocate for small-cap value investing. He has been quoted by the national financial media, including Barron’s, CNBC, Fortune, Bloomberg, BusinessWeek, and The Wall Street Journal.

He graduated from the University of Wisconsin-Madison with a bachelor’s in international relations, Russian, and political science in 1995. He also spent a semester studying at Moscow State University in Russia.

Investment Experience

  • Heartland Advisors, 2004-present
  • High Rock Capital, 2001-2004
  • Heartland Advisors, 1996-2001

Education

  • B.A. in International Relations, Russian, and Political Science, University of Wisconsin–Madison, 1995

Certification and Licensing

  • CFA Charterholder

Heartland Advisors Value Investing Team IconPortfolio Manager

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News & Investing Perspectives

Water & Wells
11/12/2018

Challenges of a Post-Peak World

A look at how inflecting profit margins may ratchet up risk for borrowers.

Heartland in the News
10/5/2018

Value Plus Fund Recognized by The Wall Street Journal

Fund’s performance earns “Category King” recognition.

Heartland in the News
8/27/18

Small Caps = Big Returns?

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.

Press Release
8/20/18

Heartland Named 'Top Guns Manager'

The Small Cap Value Plus Strategy received accolade from Informa Investment Solutions' PSN manager database.

Heartland in the News
8/16/18

Sticking to Fundamentals in a Market Priced for Perfection

Portfolio Manager Bradford A. Evans, CFA, discusses today’s lofty valuations and how he continues to find compelling opportunities.

Water & Wells
7/19/2018

Climbing a Wall of Perfection

Why piling into companies with margins at historic peaks could set the stage for disappointment.

Heartland in the News
7/6/2018

Value Plus Fund a 'Category King'

The Wall Street Journal recognized the Fund’s performance.

Water & Wells
5/7/18

Addition Through Subtraction: Do Fewer Analysts Create Opportunity?

The shrinking number of sell-side analysts could be a boon for active small-cap investors.

PM Perspective
2/18

How Do We Know When a Stock is Truly Cheap?

Using EV/EBITDA helps us develop a complete picture of when a company is truly undervalued as opposed to simply inexpensive.

Heartland in the News
1/12/18

5 Reasons 2018 May Be Value’s Day in the Sun

Portfolio Manager Bradford A. Evans, CFA, talks with Kiplinger about why conditions are ripe for value investors.

Video
11/17 - 2:58

Picking Through The Weeds

Our contrarian streak has led us to an overlooked gem in agriculture.

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Past performance does not guarantee future results.

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