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Press Release

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.

Press Release

Value Plus Strategy Repeats With Top Guns Recognition

Heartland’s Small Cap Value Plus Strategy garners more accolades from PSN for its long-term performance.

Heartland in the News

The Two W’s of Value Investing

Mid Cap Value Fund Portfolio Manager Colin McWey, CFA, discusses how asking the questions “why” and “when” are a key part of his Fund’s success.

Press Release

Value Plus Strategy Earns Repeat Top Guns Recognition

Heartland’s Small Cap Value Plus Strategy earns repeat honors from PSN for its long-term performance.

Heartland in the News

Investing in Future Generations

Heartland Founder and Chairman Bill Nasgovitz was awarded the 2020 Governor’s Financial Literacy Award for his dedication to raising the financial literacy of students throughout Wisconsin.

Press Release

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

Value Plus Strategy Earns Top Guns Recognition

Heartland’s Small Cap Value Plus Strategy was awarded the designation for being among the top performers in PSN’s Small-Mid Value Universe peer group.

Press Release

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.

Heartland in the News

The Thorny Issue of Rosy Projections

Are safety nets an afterthought? Heartland CEO Will Nasgovitz weighs in.

Media Contact

Vinita Paul

About Heartland

Heartland Advisors is a boutique, independent investment firm in Milwaukee, WI. Our value-focused, actively managed product suite is offered through 3 mutual funds and 4 separately managed accounts.

Learn more about Heartland

©2021 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

Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.

Past performance does not guarantee future results.

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 Please read the prospectus carefully before investing.

The statements and opinions expressed in the articles or appearances are those of the presenter. Any discussion of investments and investment strategies represents the presenters' views as of the date created and are subject to change without notice. The opinions expressed are for general information only and are not intended to provide specific advice or recommendations for any individual. Any forecasts may not prove to be true.

Sector and Industry classifications are sourced from GICS®.The Global Industry Classification Standard (GICS®) is the exclusive intellectual property of MSCI Inc. (MSCI) and S&P Global Market Intelligence (“S&P”).  Neither MSCI, S&P, their affiliates, nor any of their third party providers (“GICS Parties”) makes any representations or warranties, express or implied, with respect to GICS or the results to be obtained by the use thereof, and expressly disclaim all warranties, including warranties of accuracy, completeness, merchantability and fitness for a particular purpose.  The GICS Parties shall not have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of such damages.

Unless noted with an asterisk (*), the above individuals are registered representatives 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.