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 was once again named as a top-performing fund for Midcap Value in 2022 by the Wall Street Journal.
A look at how dividend payers play a role in our investment process.
Heartland was designated a top-performing fund for Midcap Value in 2022 by the Wall Street Journal.
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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