Colin McWey

Colin McWey, CFA, is Vice President and Portfolio Manager for the Mid Cap Value and Select Value Funds and their corresponding Mid Cap Value and Opportunistic Value Equity Strategies.

Heartland Advisors Value Investing Portfolio Manager Colin McWeyMcWey began at Heartland in 2009 as a Research Analyst. He assumed portfolio management responsibilities in 2010. He has been Lead Manager of the Mid Cap Value Strategy since January 2013 and became Lead Manager of its corresponding Fund at the Fund’s inception in October 2014. He was named co-Portfolio Manager of the Select Value Fund and its corresponding 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 the 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.

Investment Experience

  • Heartland Advisors, 2009-present
  • Banc of America Securities, 2001-2009

Honors and Recognition*

  • Named a "Rising Star" by the Fund Intelligence Mutual Fund Industry Awards
  • Designated as a "Category King" manager by The Wall Street Journal
  • Received "Bull and Bear Master" recognition for performance during up and down markets from Informa Investment Solutions' PSN Manager Database
  • Recognized as a "Top Guns" manager by Informa Investment Solutions' PSN Manager Database
  • Interviewed in Barron's
  • Appeared on Bloomberg Daybreak

Education

  • B.S. in Economics and History, Vanderbilt University, 2001

Certification & Licensing

  • CFA Charterholder

Community Service

  • United Way of Greater Milwaukee and Waukesha County Investment Committee, Member

Heartland Advisors Value Investing Team IconPortfolio Manager

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News & Investing Perspectives

Press Release
9/4/19

Opportunistic Earns Repeat “Top Guns” Recognition

For Third Straight Quarter, Heartland Advisors Awarded “Top Gun” for Heartland Opportunistic Value Equity Strategy

Water & Wells
7/23/19

A Tale of Two Tapes

Will the economy sputter or thrive? Yes.

Heartland in the News
6/27/19

Worth More than the Price of Admission?

Colin McWey, CFA, offers his take on a low-priced stock that is leveraging its regional dominance as it strives to compete on a global stage.

Press Release
6/13/19

Mid Cap, Opportunistic, Earn Repeat Recognition as “Top Guns”

Two Heartland Strategies continue to earn accolades relative to peers.

PM Perspective
5/19

Why Catalysts and Context Matter

The difference between an unloved laggard and an attractive investment opportunity often begins with perception. Here is a look at internal catalysts and their importance in changing investors’ views and company results.

PM Perspective
5/19

Cash Flow: An Equalizing Force in Analysis

Cash flow helps us evaluate opportunities on an apples to apples basis regardless of industry or debt.

Press Release
5/27/19

Heartland Mid Cap Value Fund PM Is ‘One to Watch,’ Say Industry Peers

Colin McWey, CFA, was selected as a "Rising Star" by Fund Intelligence, a national organization that seeks to identify investment professionals who are making meaningful contributions in the asset management industry.

Video
4/19 - 2:39

A Look at Our Mid Cap Value Strategy

The Portfolio Management Team provides an overview.

Press Release
2/27/19

Mid Cap, Opportunistic Strategies Receive ‘Top Guns’ Recognition

Two Heartland Strategies honored for performance relative to peers.

Heartland in the News
2/21/19

Where Quality is On Sale: PM Offers Views to U.S. News

Colin McWey, CFA, offers insights on some high-quality businesses trading at discounts.

Heartland in the News
1/4/19

Mid Cap Value Fund Performance Recognized

The Wall Street Journal named the Fund a "Category King."

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©2019 Heartland Advisors | 789 N. Water Street, Suite 500, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856

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

Past performance does not guarantee future results.

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.

Portfolio holdings are subject to change without notice. Current and future portfolio holdings are subject to risk.

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.

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.

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

The Heartland Funds are distributed by ALPS Distributors, Inc.

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