Milwaukee—May 27, 2019—Heartland Advisors Portfolio Manager and Director of Research Colin McWey, CFA, has been honored with a “Rising Star” award in the 2019 Mutual Fund Industry Awards sponsored by Fund Intelligence.
“Colin’s career trajectory at Heartland, and the results he has achieved for investors, make him a clear ‘rising star’ in the industry. All of us at Heartland are proud to congratulate him on this honor,” said Vinita Paul, vice president, chief compliance officer, and general counsel at Heartland.
McWey has served as Lead Portfolio Manager of the Heartland Mid Cap Value Fund since its launch in October 2014. Over the past three years, the Fund beat its Russell Midcap® Value benchmark by 261 basis points, annualized, earning it a top-quartile ranking in Morningstar® for the one- and three-year periods.* The performance has caught the attention of the media, and the Fund had been named a Wall Street Journal Category King for 2018.
McWey also leads the Mid Cap Value Fund’s corresponding separate account Strategy, which has been recognized as a “Top Gun” by Investment Solutions’ PSN manager database. He co-manages both the Fund and Strategy with fellow Portfolio Manager and Heartland CEO Will Nasgovitz. “Colin joined Heartland nine years ago as a research analyst, quickly building a reputation for disciplined work and perceptive insights,” said Nasgovitz. “The respect Colin garners from his peers and his ability to build consensus across the investment team made him a natural pick in 2015 for the role of director of research. Since then, he has ushered in several enhancements to the firm’s processes, including in risk-management best practices and in bringing an additional level of nuance to assessing balance sheet strength of individual companies.”
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 March 31, 2019, the Firm managed approximately $1.5 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.