Jacob Westphal is an Associate Portfolio Manager for the Heartland Value and Value Plus Funds and their corresponding Value and Small Cap Value Plus Strategies. He also supports the Small Cap Value Strategy.
He joined the Heartland Investment Team full-time in 2020 as a Research Analyst prior to his promotion to Associate Portfolio Manager in 2025.
Previously, Westphal was an Equity Research Associate at UBS Investment Bank where he participated in all aspects of the equity research process covering the Leisure, Gaming, and Lodging space. Prior to his role at UBS Investments, he also gained equity research experience as a Research Associate at Evalueserve and an Equity Analyst Intern at Netols Asset Management.
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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.
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.
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The Heartland Funds are distributed by ALPS Distributors, Inc.
Heartland’s investing glossary provides definitions for several terms used on this page.
