None available at this time.
We are an Equal Opportunity Employer, and a drug-free workplace.
Our week begins with what Heartlanders affectionately refer to as the “Monday Morning Meeting,” when analysts, portfolio managers, and other key team members come together to discuss economic releases, market dynamics, and industry analysis. Similarly, each week ends with the Investment Team assembled in our Ben Graham conference room—aptly named for the founder of the Firm’s value investing style—for the “Research Meeting,” focused on stock specific research.
The agendas vary, but the goal of each is consistent—sharing, digesting, and interpreting information that will give us an advantage when competing in the marketplace.
These meetings are open to all team members, and relationship managers regularly attend to represent the eyes, ears, and voices of our clients. The discussions reflect our Midwestern roots in that debates are candid and purposeful with spirited conversations focused on achieving excellence in our investment decisions. All Investment Team members participate on equal footing and are encouraged to express alternate views. Portfolio managers serve in the role of engaged leaders—not unapproachable stars.
Our quest for constant never ending improvement (CNEI) extends beyond the Investment Team. Whether it is earning professional designations or enrolling in classes to develop new skills, team members across the Firm are strongly encouraged in their pursuit of professional and personal growth.
We also bring our passionate approach to causes beyond investing. High importance is placed on giving back to the community, and team members are encouraged to regularly volunteer their time and skills. Our sponsorship of the many local causes we support is deliberate—we support the organizations our team members are most passionate about and in which they are directly involved.
Beyond our value investment philosophy and core business, Heartland is a Firm where camaraderie among coworkers is genuine. From lunches with department heads to the longstanding tradition of new team members providing entertainment at the annual holiday party, inherent respect creates an environment for people to confidently share ideas and information.
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