Bradford A. Evans, CFA, is Senior Vice President and Portfolio Manager for the Value Plus Fund and its corresponding Small Cap Value Plus Strategy.
Evans 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.
Heartland’s Value Plus Fund was identified as having strong overall total returns during the three bear markets from 2000-2022.
Senior Vice President and Portfolio Manager Bradford Evans, CFA, joined the TD Ameritrade Network to discuss small cap stocks and economic conditions.
Why a detailed analysis of balance sheet strength can be key to identifying attractive opportunities.
Senior Vice President and Portfolio Manager Bradford Evans weighs in on the advantages of active portfolio management and a focus on value over growth in this volatile market environment.
Portfolio Manager Bradford A. Evans, CFA, tells Bloomberg Radio how he navigates his investment strategy during these uncertain times.
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