Heartland Advisors, Inc.
Jacob Westphal is a Research Analyst at Heartland Advisors, Inc., where responsibilities include working with the Small Cap Value Team to identify investment opportunities in micro- and small-cap companies. Previously, Jacob served as Associate Director of Equity Research at UBS, focusing on the Leisure, Gaming, and Lodging sectors. Earlier experience includes roles at Evalueserve Inc. as an Equity Research Associate and as an Equity Analyst Intern at Netols Asset Management. Jacob holds a Bachelor’s Degree in Finance from the University of Wisconsin-Milwaukee and a Bachelor of Science in Economics from Rockford University.
Heartland Advisors, Inc.
Heartland Advisors is a boutique, independent investment firm in Milwaukee, WI. Our value-focused, actively managed product suite is offered through 3 mutual funds and 4 separately managed accounts. Our approach is consistent across all of our products, however, we believe each portfolio serves a distinct role and is constructed accordingly. Some of our portfolios emphasize dividends to mitigate volatility and to provide a modest stream of income while others seek to diversify risk and increase opportunity by holding stocks with varying market caps. The ultimate goal with each is to provide superior risk adjusted returns and limit downside participation. Heartland defines value using our proprietary, consistent, and time-tested 10 Principles of Value Investing™. Our Investment Team applies a bottom-up approach that combines traditional fundamental analysis as well as meetings with management, competitors, and end clients of the businesses we consider for investment. DISCLOSURE Past performance does not guarantee future results. This material must be accompanied by a prospectus: m.heartlandadvisors.com/prospectuses. The value of investments vary daily, which may cause loss of principal. Funds are distributed by ALPS Distributors, Inc. Individuals who post here are registered representatives of ALPS. SMAs and related services are by Heartland Advisors and not affiliated with ALPS. For complete disclosures, visit m.heartlandadvisors.com/social.