Value Plus Strategy Repeats With Top Guns Recognition

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

Milwaukee–August 24, 2021 – Heartland's Small Cap Value Plus Strategy has been recognized for a second consecutive quarter with a Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers. The 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 Strategy was also recognized for its superior performance in PSN’s Small-Mid Cap Value universe over the past three-years ending June 30, 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

“The fact that the team has been honored more than once with this designation is testament to Brad and Andy’s tireless work and the enduring value of Heartland’s fundamental approach.,” said Will Nasgovitz, CEO of Heartland Advisors, Inc. “Given how much investors have been focused on the headlines over the past 18 months, it is gratifying to see the Team recognized for the success delivered using our time-tested, bottom-up approach.”

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 June 30, 2021, the Firm managed approximately $1.9 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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Vinita Paul
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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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