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 Securities 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*

  • Named a "Top Guns" manager by Informa Investment Solutions' PSN Manager Database

Education

  • M.B.A. in Applied Securities 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

Press Release
3/11/21

Heartland’s Mid Cap Value Fund Earns Lipper Award

The Heartland Mid Cap Value Fund – Institutional Class is recognized for its exceptional risk-adjusted returns over a 5-year period.

Press Release
1/15/21

Heartland’s Mid Cap Value Earns 5-Star Rating from Morningstar

The Heartland Mid Cap Value Fund’s strong track record in both up and down markets has caught the notice of Morningstar.

 

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*Honors and recognition during the following years, respectively: 2019 

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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