No Longer Vertically Challenged

Heartland Advisors value investing portfolio manager Colin McWeyWe are providing a link to a MarketWatch article, “Opinion: How the AT&T-Time Warner merger may boost shares of CVS and Express Scripts,” because it features Heartland Select Value Fund and Mid Cap Value Fund Portfolio Manager Colin McWey, CFA.

Neither Heartland Funds, nor ALPS Distributors, Inc., control the website hosting this article, its content, or its privacy practices.


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

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As of 6/13/2018, CVS Health Corp. and Express Scripts Holding Co. represented 2.62% and 2.94% of the Select Value Fund's net assets and 0.00% and 2.74% of the Mid Cap Value Fund's net assets, respectively. AT&T Inc., Time Warner Inc, Aetna Inc, Cigna Corporation, and United Healthcare Corporation were unowned.

Portfolio holdings are subject to change without notice. Current and future portfolio holdings are subject to risk.

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