Milwaukee—January 7, 2020—Heartland Advisors named Troy McGlone, CFA, a co-portfolio manager of the Heartland Select Value Fund as of January 1, 2020. McGlone has served as a co-portfolio manager of the Fund’s corresponding separately managed account strategy, Opportunistic Value Equity, since January 2019.
“Troy has been an integral part of our process for years, and his contributions as a co-portfolio manager on the separately managed account side have been outstanding,” said Will Nasgovitz, CEO of Heartland Advisors and lead portfolio manager of the Heartland Select Value Fund. “Naming Troy to the Fund’s portfolio management team is a natural and welcome evolution.”
In addition to Nasgovitz, McGlone joins Colin McWey, CFA, on the team which applies a bottom-up research process to selecting a portfolio of stocks ranging from small- to large-caps.
McGlone has been a member of Heartland’s investment team since 2014. Previously, he was a Portfolio Finance Analyst at Stark Investments, an alternative investment firm. McGlone earned an MBA in Applied Securities Analysis at the University of Wisconsin−Madison in 2014 and a bachelor’s in finance from the University of Wisconsin−Milwaukee in 2006.
Learn more about the Funds and Strategies at heartlandadvisors.com.
Established in 1983, Heartland Advisors, Inc. is an independently owned equity value investment manager based in Milwaukee, Wisconsin. As of December 31, 2019, the Firm managed approximately $1.4 billion. The Heartland family of value-driven, actively managed portfolios includes distinct domestic strategies, offered through four mutual funds and four separately managed accounts. Learn more at heartlandadvisors.com.