Heartland Advisors, Inc.
James Kubley is a legal and compliance associate at Heartland Advisors, Inc. since May 2021, bringing diverse experience from previous roles including operations associate at KLCM Advisors, Inc. and finance & administration associate at HEAR Wisconsin, Inc. Prior to these positions, James served as a project manager at Equatorial Coca-Cola Bottling Company Ltd and worked as a business adviser with the Peace Corps. James holds dual Bachelor of Business Administration degrees in Economics and Business Administration and Management from Bethel College, where studies were completed between 2004 and 2008.
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.