Colin McWey, CFA, is Vice President and Portfolio Manager for the Opportunistic Value Equity Strategy, as well as the Mid Cap Value Fund and its corresponding Mid Cap Value Strategy.
McWey began at Heartland in 2009 as a Research Analyst. He became a portfolio manager for the Mid Cap Value Strategy in 2011. In 2013, he became the Lead Manager of the Mid Cap Value Strategy and became Lead Manager of its corresponding Fund at the Fund’s inception in October 2014. He was named co-Portfolio Manager of the Opportunistic Value Equity Strategy in 2015. Prior to joining Heartland, McWey worked in several capacities at Bank of America’s investment banking subsidiary, Banc of America Securities. He developed expertise in fixed income markets and corporate finance, along with the Health Care and Financials sectors. His most recent position at Bank of America was Vice President of Debt Capital Markets, in which he was responsible for the origination and execution of public debt and hybrid capital securities offerings. He graduated from Vanderbilt University in 2001 with a bachelor’s in economics and history.
Heartland’s Vice President and Portfolio Manager Colin McWey discussed the firm’s 10 Principles of Value Investing™ on Bloomberg Radio.
Kiplinger recently identified Heartland’s Mid Cap Value Fund as one of the “25 Best No-Load Mutual Funds.”
Mid Cap Value Fund Portfolio Manager Colin McWey, CFA, explains that the current market conditions are shaping up well for value-oriented investors, focusing on fundamentals and long-term profit potential.
A look at how dividend payers play a role in our investment process.
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