Select Value Adds Co-PM

Heartland Select Value Fund Portfolio Manager Troy McGlone

MilwaukeeJanuary 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

About Heartland

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.

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©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

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.

Past performance does not guarantee future results.

In addition to stocks of large companies, the Select Value Fund invests in small- and mid-sized companies that are generally less liquid and more volatile than large companies. The Fund also invests in a smaller number of stocks (generally 40 to 60) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Fund’s returns.

Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.

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.

ALPS Distributors, Inc., is not affiliated with Heartland Advisors.

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