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.
The Mid Cap Value Strategy received accolade from Informa Investment Solutions' PSN manager database.
The scenarios we look for when evaluating value and deep value stocks in the mid-cap space.
Why yields on the 10-year Treasury may be welcome news to value investors.
The Wall Street Journal recognized the Fund’s performance.
An inside look at the Firm in an interview featuring CEO and Portfolio Manager Will Nasgovitz and Portfolio Manager Colin McWey, CFA.
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.
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.
Portfolio Manager Colin McWey, CFA, shares how the recent approval of a “vertical merger” between two industry giants could impact players in Health Care.
Cash flow helps us evaluate opportunities on an apples to apples basis regardless of industry or debt.
A potential upswing in the Energy sector as oil prices continue to rise. Portfolio Manager Colin McWey, CFA, weighs in.
Portfolio Managers Will Nasgovitz and Colin McWey, CFA share their stock picks for the long days of summer.
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.
The Portfolio Management Team provides an overview.
The sector has fallen more than the broader market, which means potential value opportunities for discerning investors. Portfolio Manager Colin McWey, CFA, weighs in.
Portfolio Manager Colin McWey, CFA, was interviewed about whether the worst is over given recent volatility.
The return of volatility could provide opportunities for active investors going forward.
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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.
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