Milwaukee, June 13, 2019 — For the second quarter in a row, Heartland Advisors has been awarded two “Bull and Bear Master” designations by Informa Investment Solutions’ PSN manager database, the longest-running database of investment managers in North America.
Heartland’s Mid Cap Value Strategy was recognized for top-ten performance in PSN’s “mid value” universe for the three-year period ending March 31, 2019.
Heartland’s Opportunistic Value Equity Strategy was recognized for top-ten results over the same time period in PSN’s “all cap value” universe.
In each case, the strategy was awarded based on performance during both up markets and down markets.
Specifically, PSN awards “Bull and Bear Master” designations based on style adherence and advancing more than the market during upswings (upside capture ratio) and declining less than the market during downturns (downside capture ratio). The top-ten performers are selected based on the ratio of the upside capture ratio to the downside capture ratio for the latest three-year period.
Both Heartland’s Mid Cap Value and Opportunistic Value Equity strategies are co-managed by portfolio managers Colin McWey, CFA and Will Nasgovitz. Learn more about the strategies at heartlandadvisors.com.
Through a combination of Informa Investment Solutions’ proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 50 universes. Informa Investment Solutions is part of Informa Financial Intelligence, a leading provider of critical decision-making solutions and custom services to financial institutions.
“PSN Top Guns, which ranks products in six categories in over 50 universes, is a go-to resource for institutional asset managers and investors in their decision-making process,” said Ryan Nauman, VP, product and market strategist at Informa Financial Intelligence. “Congratulations to Heartland Advisors on being named a PSN Top Gun. This highly respected ranking spotlights the performance of leading investment managers each quarter.”
The complete list of PSN Top Guns and an overview of the methodology can be located on https://financialintelligence.informa.com/productsites.
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 $1.7 billion. The Heartland family of value-driven, actively managed portfolios includes distinct domestic strategies, offered through four mutual funds and separately managed accounts. Learn more at heartlandadvisors.com.