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Press Release
6/13/19
Heartland Advisors Mid Cap Value and Opportunistic Value Strategies Portfolio Management Team

Mid Cap, Opportunistic, earn repeat recognition as “Top Guns”

Two Heartland Strategies continue to earn accolades relative to peers.

Press Release
5/27/19
Heartland Mid Cap Value Fund Portfolio Manager Colin McWey

Heartland Mid Cap Value Fund PM Is ‘One to Watch,’ Say Industry Peers

Colin McWey, CFA, was selected as a "Rising Star" by Fund Intelligence, a national organization that seeks to identify investment professionals who are making meaningful contributions in the asset management industry.

Heartland in the News
4/3/19
Heartland Advisors Value Investing CEO Will Nasgovitz

Time to Focus on What Matters

CEO Will Nasgovitz on the importance of balance sheets and fundamentals in today’s late-stage economic cycle.

Press Release
3/12/19
Heartland Mid Cap Value Fund Portfolio Manager Colin McWey

PM Colin McWey a Finalist for 2019 ‘Rising Stars’ Awards

The 2019 Mutual Fund Industry Awards are sponsored by Fund Intelligence.

Press Release
2/27/19
Heartland Advisors Mid Cap Value and Opportunistic Value Strategies Portfolio Management Team

Mid Cap, Opportunistic Strategies Receive ‘Top Guns’ Recognition

Two Heartland Strategies honored for performance relative to peers.

Heartland in the News
2/21/19
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Where Quality is On Sale: PM Offers Views to U.S. News

Colin McWey, CFA, offers insights on some high-quality businesses trading at discounts.

Heartland in the News
2/20/19
Heartland Advisors Value Investing Portfolio Manager Will Nasgovitz

MarketWatch Highlights Heartland CEO’s $3 Trillion Warning

Will Nasgovitz looks at how the surge in corporate debt coming due could impact the market.

Heartland in the News
1/4/19
Heartland Advisors Value Investing Mid Cap Value Management Team

Mid Cap Value Fund Performance Recognized

The Wall Street Journal named the Fund a "Category King."

Heartland in the News
11/21/18
Heartland Advisors Sponsors Money Path Web Application

Helping Students set a Course for Financial Literacy

Heartland teams up with nonprofit SecureFutures to educate teens on financial planning.

Press Release
11/20/18
Heartland Advisors Mid Cap Value Strategy Portfolio Management Team

Heartland Awarded a 'Top Guns' Designation

The Mid Cap Value Strategy received accolade from Informa Investment Solutions' PSN manager database.

Press Release
11/19/18
Heartland Advisors Sponsoring Money Path

Heartland Sponsors 'Money Path' to Help Teens Plan Their Financial Futures

Money Path, Sponsored by Heartland Advisors, is a new web-based application from Wisconsin-based nonprofit SecureFutures. The high-impact tool poses a series of “What If?” scenarios relating to college, student loan debt, careers, starting pay, budgeting, and saving decisions—all fitting together to help students see how post-high-school financial decisions could impact their futures.

Heartland in the News
10/19/18
Heartland Advisors Value Investing Portfolio Manager Andrew Fleming

Why Fundamentals are Key to Navigating Today’s Cross Currents

Portfolio Manager Andrew J. Fleming, CFA, shares how a conflicted macro backdrop has spurred investors to once again chase momentum.

Heartland in the News
10/5/2018
Heartland Advisors Value Investing Mid Cap Value Management Team

Mid Cap Value Fund a 'Category King'

The Wall Street Journal recognized the Fund’s performance.

Heartland in the News
10/5/2018
Heartland Advisors Value Investing Small Cap Value Plus Management Team

Value Plus Fund Recognized by The Wall Street Journal

Fund’s performance earns “Category King” recognition.

Press Release
8/20/18
Heartland Advisors Small Cap Value Plus Strategy Portfolio Management Team

Heartland Named 'Top Guns Manager'

The Small Cap Value Plus Strategy received accolade from Informa Investment Solutions' PSN manager database.

Heartland in the News
8/16/18
Heartland Advisors Value Investing Portfolio Manager Bradford A. Evans

Sticking to Fundamentals in a Market Priced for Perfection

Portfolio Manager Bradford A. Evans, CFA, discusses today’s lofty valuations and how he continues to find compelling opportunities.

Heartland in the News
7/24/18
Heartland Advisors Value Investing Portfolio Manager Andrew Fleming

Heartland PM: We’re ‘Staying Small & Sticking Close to Home’

Andrew J. Fleming, CFA, analyzes the current market environment and shares his outlook for the quarters ahead.

Heartland in the News
7/6/2018
Heartland Advisors Value Investing Small Cap Value Plus Management Team

Value Plus Fund a 'Category King'

The Wall Street Journal recognized the Fund’s performance.

Heartland in the News
6/27/18
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Kick-Starting a Trade War?

As tweets, tariffs, and trade wars dominate news headlines—Portfolio Manager Colin McWey, CFA, shares his perspective on the uncertainty created for a well-known motorcycle manufacturer.

Heartland in the News
6/26/18
Heartland Advisors Value Investing Portfolio Manager Colin McWey

5 Names for Avoiding a Debt Wreck

After nearly a decade-long borrowing binge, the Federal Reserve is recommending a diet for corporate America. Portfolio Manager Colin McWey, CFA, offers his take on a low-debt holding.

Heartland in the News
6/13/18
Heartland Advisors Value Investing Portfolio Manager Colin McWey

No Longer Vertically Challenged

Portfolio Manager Colin McWey, CFA, shares how the recent approval of a “vertical merger” between two industry giants could impact players in Health Care.

Heartland in the News
6/4/18
Heartland Advisors Value Investing Team Members

Heartland’s Research Highlighted in Dividend Deep Dive

Heartland’s findings on the performance strength of dividend payers was featured in U.S. News & World Report.

Heartland in the News
5/22/18
Heartland Advisors Value Investing Portfolio Manager Colin McWey, CFA

Will a Surge in Oil Prices Fuel Opportunities in Energy?

A potential upswing in the Energy sector as oil prices continue to rise. Portfolio Manager Colin McWey, CFA, weighs in.

Heartland in the News
5/10/18
Heartland Advisors Value Investing Portfolio Managers Will Nasgovitz and Colin McWey

Opportunities Arriving by Sea and Sky?

Portfolio Managers Will Nasgovitz and Colin McWey, CFA share their stock picks for the long days of summer.

Media Contact

The Lowe Group
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About Heartland

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

Learn more about Heartland

©2019 Heartland Advisors | 789 N. Water Street, Suite 500, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856

Portfolio holdings are subject to change without notice. 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 prospectus (pdf). To obtain a print prospectus, call 800-432-7856. 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.

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