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Heartland in the News
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Going with the Flow

Portfolio Manager Colin McWey, CFA, on how cash flow statements serve as a reality check for investors.

Press Release
Heartland Mid Cap Value Fund Team

Heartland Mid Cap Value Fund Acquires the ALPS/WMC Research Value Fund

Acquisition boosts Mid Cap Value Fund’s presence

Press Release
Heartland Select Value Fund Portfolio Manager Troy McGlone

Select Value Adds Co-PM

Troy McGlone, CFA, has been named Co-Portfolio Manager of the Select Value Fund.

Heartland in the News
Heartland Advisors Chairman and Portfolio Manager, Will Nasgovitz

Heartland’s CEO on Managing Like an Investor

Will Nasgovitz discusses how he brings an investment mentality to managing a business.

Heartland in the News
Heartland Advisors Value Investing Portfolio Manager Bradford A. Evans

Opportunity in the Undertow

With volatility lurking under the market’s surface, Portfolio Manager Bradford A. Evans, CFA, discusses where he is finding compelling opportunities.

Heartland in the News
Heartland Advisors Value Investing CEO Will Nasgovitz

Finding Opportunity in Volatility

Heartland CEO makes the case for an active, value-focused investment approach in response to elevated volatility.

Heartland in the News
Heartland Advisors Chairman and Portfolio Manager, Bill Nasgovitz

Dyed-In-The-Wool Contrarians

Value Plus Fund Portfolio Manager Bradford A. Evans, CFA, on sticking to a balanced, disciplined approach.

Press Release
Heartland Advisors Opportunistic Value Equity Strategies Portfolio Management Team

Opportunistic Earns Repeat “Top Guns” Recognition

For Third Straight Quarter, Heartland Advisors Awarded “Top Gun” for Heartland Opportunistic Value Equity Strategy

Heartland in the News
Heartland Advisors CEO and Portfolio Manager Will Nasgovitz

Heartland’s Views Highlighted in Wealth Management Midyear Outlook

Heartland CEO Will Nasgovitz offers his take on why corporate borrowing may leave some investors out in the cold.

Heartland in the News
Heartland Advisors Chairman and Portfolio Manager, Bill Nasgovitz

Giving Back in the Name of Free Enterprise

Milwaukee Lutheran High School’s Free Enterprise Academy—proudly supported by Heartland Advisors and Founder Bill Nasgovitz—was recently featured in BizTimes.

Heartland in the News
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Worth More than the Price of Admission?

Colin McWey, CFA, offers his take on a low-priced stock that is leveraging its regional dominance as it strives to compete on a global stage.

Press Release
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
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
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
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.

Media Contact

The Lowe Group

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

©2020 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.