Heartland Advisors

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 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); 3Q22 (award received 11/18/2022); 4Q22 (award received 2/21/2023)
  • 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

Please wait while we gather your results.

News & Investing Perspectives

3/29/2023

Heartland’s Mid Cap Value Fund Recognized as one of the “25 Best No-Load Mutual Funds” by Kiplinger

Kiplinger recently identified Heartland’s Mid Cap Value Fund as one of the “25 Best No-Load Mutual Funds.”

 

Email Sign Up

 

©2024 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

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.

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.

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.

top