Heartland Advisors is a boutique, independent investment firm in Milwaukee, WI. Our value-focused, actively managed product suite includes distinct U.S. and international investing strategies, which are offered through five mutual funds and four separately managed accounts.
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Investment Team members typically are available to the media. To schedule an interview, contact The Lowe Group at 414-777-1880.
View recent media mentions featuring Heartland Investment Team members
Informa Investment Solutions recognized the Strategy with a "Top Guns of the Decade" award and a "Top Guns" designation for 4Q17.
With market volatility near historic-low levels—and the Russell Midcap® Value Index climbing steadily higher—market dynamics seem to suggest little has changed during 2017. In this Q&A, Portfolio Manager Colin McWey, CFA, digs below the surface.
The Value Plus Fund is true to our roots of applying our 10 Principles of Value Investing™ in the evaluation and selection of attractively valued small-cap companies.
The induction was sponsored by Junior Achievement of Wisconsin, which established the Hall of Fame in 1990 to honor individuals who have made a difference in companies and communities throughout the state.
In keeping with Heartland’s history of offering competitive expense ratios across its Funds lineup, we are launching an institutional share class for the Heartland International Value Fund effective May 1, 2017.
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©2018 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
The above individuals are registered representatives of ALPS Distributors, Inc.
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.
CFA® is a registered trademark owned by the CFA Institute.