Value Plus Strategy Earns Top Guns Recognition

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

Milwaukee–February 24, 2021 – Heartland Advisors has 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 the designation for being among the top performers in PSN’s Small-Mid Value Universe peer group for both the one- and three-year periods ending December 31, 2020. 

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.

“We are honored to be recognized by Informa and view the designation as validation of a process that utilizes a variety of qualitative and quantitative metrics to find what we believe are attractively valued businesses that are well positioned to drive earnings expansion,” said Andrew Fleming.

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.

“Congratulations to Heartland Advisors, Inc., for being recognized as a PSN Top Gun,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize success, excellence and performance of leading investment managers each quarter.”

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 December 31, 2020, the Firm managed approximately $1.5 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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