Troy McGlone

Troy McGlone, CFA, is Vice President and Co-Portfolio Manager for the Opportunistic Value Equity Strategy, as well as the Mid Cap Value Fund and its corresponding Mid Cap Value Strategy.

He was a Research Intern during the summer of 2013, joined the Investment Team full-time in 2014, and was promoted to his current role in 2019.

Previously, McGlone was a Portfolio Finance Analyst for five years at Stark Investments, an alternative investment firm. He initially joined Stark as a Securities Lending Analyst.

He earned a Master of Business Administration in Applied Security Analysis at the University of Wisconsin-Madison in 2014. His bachelor’s in finance was earned at the University of Wisconsin-Milwaukee in 2006.

Investment Experience

  • Heartland Advisors, 2014-present
  • Stark Investments, 2006-2012

Honors and Recognition

  • Manager of the Heartland Mid Cap Value Fund which was designated as a “Category King” by The Wall Street Journal: 2Q22 (award received 8/8/2022)
  • Manager of the Opportunistic Value Strategy that was named a “Top Guns” by Informa Investment Solutions’ PSN Manager Database: 1Q19 (award received 4/19/2019); 2Q19 (award received 8/19/2019)
  • Manager of the Mid Cap Value Strategy that was named a “Top Guns” by Informa Investment Solutions’ PSN Manager Database: 2Q22 (award received 8/17/2022)
  • Named a “Rising Star” by the Fund Intelligence Mutual Fund Industry Awards (award received 10/21/2021)
  • Manager of the Opportunistic Value Strategy that received “Bull and Bear Master” recognition for performance during up and down markets from Informa Investment Solutions’ PSN Manager Database: 2Q19 (award received 8/20/2019)

Education

  • M.B.A. in Applied Security Analysis, University of Wisconsin-Madison, 2014
  • B.B.A., University of Wisconsin-Milwaukee, 2006

Certification and Licensing

  • CFA Charterholder

Heartland Advisors Value Investing Troy McGlone

Portfolio Manager

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News & Investing Perspectives

11/15/22

Heartland Midcap Value Fund Named a "Category King" by the WSJ

Heartland was once again named as a top-performing fund for Midcap Value in 2022 by the Wall Street Journal.

8/15/22

Mid Cap Value Fund Named One of Ten "Category Kings"

Heartland was designated a top-performing fund for Midcap Value in 2022 by the Wall Street Journal.

2/10/22

The Wrong Path for a Hike?

As investors gear up for rate hikes the past may offer some lessons for what’s to come.

10/21/21

Peers Take Notice of McGlone’s Contributions in the Investment Industry

Mid Cap Portfolio Manager Troy McGlone, CFA, was selected as a Rising Star by Fund Intelligence, a national organization focused on identifying investment professionals making a positive impact in the asset management industry.

 

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Past performance does not guarantee future results.

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

The above individual is a registered representative of ALPS Distributors, Inc.

CFA® is a registered trademark owned by the CFA Institute.

The Heartland Funds are distributed by ALPS Distributors, Inc.

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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