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/.
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.