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 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 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 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.
Mid Cap Value Fund Portfolio Manager Colin McWey, CFA, discusses how asking the questions “why” and “when” are a key part of his Fund’s success.
The Heartland Mid Cap Value Fund – Institutional Class is recognized for its exceptional risk-adjusted returns over a 5-year period.
Making a market sweet spot even sweeter.
The Heartland Mid Cap Value Fund’s strong track record in both up and down markets has caught the notice of Morningstar.
The Portfolio Management Team provides an overview.
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*Honors and recognition during the following years, respectively: 2020; 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 Funds' prospectus. To obtain a prospectus, please call 800-432-7856 or visit heartlandadvisors.com. Please read the prospectus carefully before investing.
Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.
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