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 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.

Investment Experience

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

Honors and Recognition*

  • Recognized as a Lipper Award manager
  • 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 Collin McWey

Portfolio Manager

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News & Investing Perspectives

Heartland in the News
6/5/2021

The Two W’s of Value Investing

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.

Press Release
3/11/21

Heartland’s Mid Cap Value Fund Earns Lipper Award

The Heartland Mid Cap Value Fund – Institutional Class is recognized for its exceptional risk-adjusted returns over a 5-year period.

Water & Wells
2/21

The Power of And

Making a market sweet spot even sweeter.

Press Release
1/15/21

Heartland’s Mid Cap Value Earns 5-Star Rating from Morningstar

The Heartland Mid Cap Value Fund’s strong track record in both up and down markets has caught the notice of Morningstar.

Video
12/20 - 2:39

A Look at Our Mid Cap Value Strategy

The Portfolio Management Team provides an overview.

 

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©2021 Heartland Advisors | 790 N. Water Street, Suite 1200, 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: 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.

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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