Colin McWey

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.

Investment Experience

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

Honors and Recognition

  • Recognized as a Lipper Award manager for the Heartland Mid Cap Value Fund: 5-year 2020 (award received 2/1/2021)
  • Named a “Rising Star” by the Fund Intelligence Mutual Fund Industry Awards (award received 5/27/2019)
  • Manager of the Heartland Mid Cap Value Fund which was designated as a “Category King” by The Wall Street Journal: 4Q17 (award received 1/6/2018); 1Q18 (award received 3/2/2018); 2Q18 (award received 10/5/2018); 4Q18 (award received 1/4/2019); 2Q22 (award received 8/8/2022)
  • Manager of the Opportunistic Value Strategy that received “Bull and Bear Master” recognition for performance during up and down markets from Informa Investment Solutions’ PSN Manager Database: 2Q19 (award received 8/20/2019)
  • Manager of the Mid Cap Value Strategy that was named a “Top Guns” by Informa Investment Solutions’ PSN Manager Database: 4Q18 (award received 2/19/2019); 2Q19 (award received 8/20/2019); 2Q22 (award received 8/17/2022)
  • Manager of the Opportunistic Value Strategy that was named a “Top Guns” by Informa Investment Solutions’ PSN Manager Database: 4Q18 (award received 2/19/2019); 1Q19 (award received 4/19/2019); 2Q19 (award received 8/19/2019)

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 Collin McWey

Portfolio Manager

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News & Investing Perspectives

Heartland in the News
11/15/22

Heartland Midcap Value Fund Named a "Category King" by the WSJ

Heartland was once again named as a top-performing fund for Midcap Value in 2022 by the Wall Street Journal.

Video
10/22 - 1:54

Dividend Yield

A look at how dividend payers play a role in our investment process.

Heartland in the News
8/15/22

Mid Cap Value Fund Named One of Ten "Category Kings"

Heartland was designated a top-performing fund for Midcap Value in 2022 by the Wall Street Journal.

Water & Wells
6/16/22

Re-discovering the Market’s Sweet Spot

After riding the S&P 500 bandwagon for years, investors are less exposed to mid-cap value stocks than they’ve historically been and seem to be missing out on the market’s sweet spot.

 

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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 Funds' prospectus. To obtain a prospectus, please call 800-432-7856 or visit heartlandadvisors.com. Please read the prospectus carefully before investing.

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