Heartland Advisors, Inc.
Jeff Kohl is an experienced financial professional currently serving as a Relationship Manager at Heartland Advisors, Inc. since September 2019, focusing on client collaboration and the promotion of active value investing principles. Previously, Jeff was a National Advisory Sales Executive at Fenimore Asset Management, where responsibilities included business development and creating marketing materials for financial advisors. Jeff's extensive experience at Heartland Advisors, spanning from April 1996 to June 2015 as Vice President of RIA Sales and Relationship Manager, involved overseeing business development within the registered investment advisor channel. Earlier in Jeff's career, financial consulting was provided at Morgan Stanley Smith Barney from February 1993 to March 1996. Jeff holds an MBA and a BBA in Marketing from the University of Wisconsin-Whitewater.
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.