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.
Why a detailed analysis of balance sheet strength can be key to identifying attractive opportunities.
Heartland’s Senior Vice President and Portfolio Manager Bradford Evans wrote about the potential benefits of remaining committed to long-term investment strategies in the small- and mid-cap space in WealthManagement.com’s 2023 Mid-Year Outlook.
Bradford Evans, Senior Vice President and Portfolio Manager, spoke about the Firm’s investment strategy in the small-cap space in a recent interview with MarketWatch.
After years in which asset managers, investors, and research analysts gave up on small value, the few who persevered now stand to benefit from Value’s spring.
Heartland’s Value Plus Fund was identified as having strong overall total returns during the three bear markets from 2000-2022.
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