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

Honors and Recognition*

  • Recognized as a "Category King" manager by The Wall Street Journal
  • Named a "Top Guns" manager by Informa Investment Solutions' PSN Manager Database

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

Heartland in the News
11/4/19

Opportunity in the Undertow

With volatility lurking under the market’s surface, Portfolio Manager Bradford A. Evans, CFA, discusses where he is finding compelling opportunities.

Heartland in the News
10/3/19

Dyed-In-The-Wool Contrarians

Value Plus Fund Portfolio Manager Bradford A. Evans, CFA, on sticking to a balanced, disciplined approach.

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Past performance does not guarantee future results.

*Honors and recognition during the following years, respectively: 2018; and 2018 and 2019

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.

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.

Heartland’s investing glossary provides definitions for several terms used on this page.

The above individuals are registered representatives of ALPS Distributors, Inc.

CFA® is a registered trademark owned by the CFA Institute.

Sector and Industry classifications are sourced from GICS®.The Global Industry Classification Standard (GICS®) is the exclusive intellectual property of MSCI Inc. (MSCI) and S&P Global Market Intelligence (“S&P”).  Neither MSCI, S&P, their affiliates, nor any of their third party providers (“GICS Parties”) makes any representations or warranties, express or implied, with respect to GICS or the results to be obtained by the use thereof, and expressly disclaim all warranties, including warranties of accuracy, completeness, merchantability and fitness for a particular purpose.  The GICS Parties shall not have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of such damages.

The Heartland Funds are distributed by ALPS Distributors, Inc.

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