Heartland Advisors

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 became a portfolio manager for the Mid Cap Value Strategy in 2011. In 2013, he became the Lead Manager of the Mid Cap Value Strategy 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 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 & 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
2/25/2024

Don't Overlook the Potential for Mid Caps

Vice President and Portfolio Manager Colin McWey shines light on his predictions for success in mid cap stocks in an article published by Kiplinger.

Heartland in the News
4/11/23

A Bottoms-Up Approach

Heartland’s Vice President and Portfolio Manager Colin McWey discussed the firm’s 10 Principles of Value Investing™ on Bloomberg Radio.

Heartland in the News
11/13/23

The Value of Consistency

Vice President and Portfolio Manager Colin McWey discussed his thoughts on equities amidst market uncertainties, as well as provide some commentary on what makes Heartland different on Bloomberg Radio.

Video
11/23 - 1:50

Dividend Yield

A look at how dividend payers play a role in our investment process.

 

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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 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 above individuals are registered representatives of ALPS Distributors, Inc.

The Heartland Funds are distributed by ALPS Distributors, Inc.

Heartland’s investing glossary provides definitions for several terms used on this page.

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