Milwaukee—October 21, 2021—Heartland Advisors Portfolio Manager Troy McGlone, CFA, has been recognized with a “Rising Star” award in the 2021 Mutual Fund Industry Awards sponsored by Fund Intelligence.
Winners were nominated by their peers, mentors and colleagues, and selected by the editorial staff of Fund Intelligence based on criteria including leadership and contributions made to the mutual fund community.
“I can’t count how many times we’ve benefited from Troy bringing something value-added to the table through his unique, in-depth perspective,” said Portfolio Manager and Heartland CEO Will Nasgovitz. “This award highlights how others in the industry are also recognizing the talent he contributes to the investment field.”
McGlone has served as co-portfolio manager of Heartland’s award-winning Mid Cap Value Fund and Heartland’s go anywhere Opportunistic Value separate account strategy.
“Troy’s deep analytical acumen, wide bandwidth, and thirst for constant learning is perfect for the lean generalist model we have. Similar to the way Munger described Buffet, I consider Troy a ‘learning machine.’ His investment decision making has always proven wise beyond his years for reasons beyond quant/analytical ability. He’s better at seeing the forest through the trees than many”, said Director of Research Colin McWey who works with McGlone on the Mid Cap Value Fund and Opportunistic Value Equity Strategy.
The complete list of the 2021 Mutual Fund Industry Award winners can be found here:
Established in 1983, Heartland Advisors, Inc. is an independently owned equity value investment manager based in Milwaukee, Wisconsin. As of September 30, 2021, the Firm managed approximately $1.8 billion. The Heartland family of value-driven, actively managed portfolios includes distinct domestic strategies, offered through three mutual funds and four separately managed accounts. Learn more at heartlandadvisors.com.
Investment Team Available to the Media
Investment Team members typically are available to the media. To schedule an interview, contact Emily Stoermer with BackBay Communications by phone at 617-391-0790 x105 or by email.