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.
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 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.
Portfolio Manager Colin McWey, CFA, on how cash flow statements serve as a reality check for investors.
Acquisition boosts Mid Cap Value Fund’s presence
The Portfolio Management Team provides an overview.
For Third Straight Quarter, Heartland Advisors Awarded “Top Gun” for Heartland Opportunistic Value Equity Strategy
©2020 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: 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 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.