Heartland Advisors

Newcomer Trustee Nomination

Heartland Advisors Value Investing CEO and Portfolio Manager Will NasgovitzMilwaukee — June 7, 2022 — Heartland Funds is pleased to announce that Independent Director Dianna Gonzales-Burdin has been named a finalist for the Newcomer Trustee of the Year award from Fund Intelligence. 

Dianna joined Heartland from Strategic Investment Group, a Washington, D.C.-based outsourced CIO firm, where, during her nearly 30-year tenure, she was a former partner, managing director, and senior Investment Committee member. As an Independent Director at Heartland Funds, Gonzales-Burdin sits on the firm’s expanded six-member board and is one of the first female board members at Heartland since 2003.

The Best Newcomer Trustee of the Year award recognizes potential in newer independent fund directors that have shown strong leadership, initiative, and governance credentials, specifically in their first five years in the boardroom. The full list of shortlisted nominees can be found here, and includes Trustees from Fidelity Equity and High Income Funds, Vanguard Funds, PGIM Funds, and Wilshire Funds. 

The Fund Intelligence awards ceremony is scheduled to take place on June 16, 2022, in New York City.

About Heartland

Established in 1983, Heartland Advisors, Inc. is an independently owned equity value investment manager based in Milwaukee, Wisconsin. As of March 31, 2022, 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.


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©2023 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856

Past performance does not guarantee future results.

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 Funds' prospectus. To obtain a prospectus, please call 800-432-7856 or visit heartlandadvisors.com. Please read the prospectus carefully before investing.

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

There is no guarantee that a particular investment strategy will be successful.

The Heartland Funds are distributed by ALPS Distributors, Inc.