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

Education

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

Certification and Licensing

  • CFA Charterholder

Heartland Advisors Value Investing Team IconPortfolio Manager

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News & Investing Perspectives

Press Release
11/20/18

Heartland Awarded a 'Top Guns' Designation

The Mid Cap Value Strategy received accolade from Informa Investment Solutions' PSN manager database.

Video
10/18 - 2:32

Dipping into the Value Well with 2 Buckets

The scenarios we look for when evaluating value and deep value stocks in the mid-cap space.

Water & Wells
10/19/18

Yield: Pumping the Brakes on Growth Stocks

Why yields on the 10-year Treasury may be welcome news to value investors.

Heartland in the News
10/5/2018

Mid Cap Value Fund a 'Category King'

The Wall Street Journal recognized the Fund’s performance.

Heartland in the News
8/27/18

Heartland Profiled as Citywire’s Boutique of the Week

An inside look at the Firm in an interview featuring CEO and Portfolio Manager Will Nasgovitz and Portfolio Manager Colin McWey, CFA.

Heartland in the News
6/27/18

Kick-Starting a Trade War?

As tweets, tariffs, and trade wars dominate news headlines—Portfolio Manager Colin McWey, CFA, shares his perspective on the uncertainty created for a well-known motorcycle manufacturer.

Heartland in the News
6/26/18

5 Names for Avoiding a Debt Wreck

After nearly a decade-long borrowing binge, the Federal Reserve is recommending a diet for corporate America. Portfolio Manager Colin McWey, CFA, offers his take on a low-debt holding.

Heartland in the News
6/13/18

No Longer Vertically Challenged

Portfolio Manager Colin McWey, CFA, shares how the recent approval of a “vertical merger” between two industry giants could impact players in Health Care.

PM Perspective
5/18

Cash Flow: An Equalizing Force in Analysis

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

Heartland in the News
5/22/18

Will a Surge in Oil Prices Fuel Opportunities in Energy?

A potential upswing in the Energy sector as oil prices continue to rise. Portfolio Manager Colin McWey, CFA, weighs in.

Heartland in the News
5/10/18

Opportunities Arriving by Sea and Sky?

Portfolio Managers Will Nasgovitz and Colin McWey, CFA share their stock picks for the long days of summer.

PM Perspective
4/18

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.

Video
4/18 - 2:39

A Look at Our Mid Cap Value Strategy

The Portfolio Management Team provides an overview.

Heartland in the News
2/16/18

Why Contrarians are Feeling the Energy

The sector has fallen more than the broader market, which means potential value opportunities for discerning investors. Portfolio Manager Colin McWey, CFA, weighs in.

Heartland in the News
2/12/18

Signs to Follow During the Market Detour

Portfolio Manager Colin McWey, CFA, was interviewed about whether the worst is over given recent volatility.

Water & Wells
2/6/18

Normal is Dead, Long Live Normal!

The return of volatility could provide opportunities for active investors going forward.

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©2018 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

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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