Value Plus Strategy Earns Repeat Top Guns Recognition

Heartland Advisors value investing portfolio Managers Will Nasgovitz, Colin McWey, Troy McGlone

Milwaukee–May 25, 2021 – Heartland Advisors has once again been recognized with a Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers. Heartland’s Small Cap Value Plus Strategy was awarded a six-star designation for its strong performance over the previous three rolling three-year periods as well as low volatility relative to its benchmark on a five-year basis. The Stretegy was also recognized as a Bull & Bear Master for its superior performance in PSN’s Small-Mid Cap Value universe during both up and down markets over the past three-years ending March 31, 2021. 

Heartland’s Small Cap Value Plus Strategy is co-managed by portfolio managers Bradford A. Evans, CFA and Andrew J. Fleming, CFA. Learn more about the strategy at heartlandadvisors.com. 

“It’s great to receive this kind of recognition from a well-respected organization such as Informa. The award speaks to the team’s disciplined value approach and eye for companies that are positioned to drive bottom-line improvements” said Michael Kops, Vice President of Sales at Heartland Advisors, Inc. “Brad and Andy are dedicated to Heartland’s roots of applying our 10 Principles of Value Investing™ in the evaluation and selection of small-cap companies and we think this award shows that discipline matters.”

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.

The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/

About Heartland

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

Media Contact

Vinita Paul
414-977-8716
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Past performance does not guarantee future results.

Investing involves risk, including the potential loss of principal.

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

The Small Cap Value Plus Strategy invests in small companies selected on a value basis. Such securities generally are more volatile and less liquid than those of larger companies.

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

Separately managed accounts and related investment advisory services are provided by Heartland Advisors, Inc., a federally registered investment advisor. ALPS Distributors, Inc., is not affiliated with Heartland Advisors, Inc.

ALPS Distributors, Inc., is not affiliated with Heartland Advisors.

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