Milwaukee, February 27, 2019
—Heartland Advisors has been awarded a Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers. Heartland’s Mid Cap Value Strategy
was recognized in the four-star category of PSN’s Mid Value Universe peer group for the quarter ending December 31, 2018. Four-star strategies are selected based on adherence to the style benchmark, returns in the three latest three-year rolling periods, and returns in the latest three-year period.
In addition, both Heartland’s Mid Cap Value Strategy
and Opportunistic Value Equity Strategy
were recognized for top-ten results in their respective peer groups for performance during both up markets and down markets. 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.
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.”
Established in 1983, Heartland Advisors, Inc. is an independently owned equity value investment manager based in Milwaukee, Wisconsin. As of December 31, 2017, the Firm managed approximately $1.7 billion. The Heartland family of value-driven, actively managed portfolios includes distinct U.S. and international strategies, offered through five mutual funds and four separately managed accounts. Learn more at heartlandadvisors.com.