Heartland Advisors, Inc.
Kevin Clark has over three decades of experience in the finance and trading industry, currently serving as Senior Vice President of Equity Trading at Heartland Advisors, Inc. since February 1993. Prior to this role, Kevin held the position of Vice President of Equity Trading at Dain Bosworth Inc. from 1985 to 1993, specializing as an Institutional Equity Trader. Kevin's career also includes experience as Manager and Owner of Hollywood Family Restaurant from 1982 to 1984. Kevin's educational background includes studies at the University of Minnesota's Carlson School of Management from 1988 to 1990, Anoka-Ramsey Community College from 1984 to 1987, and completion of secondary education at Coon Rapids Senior High.
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.