Heartland Advisors, Inc.
Mackenzie Amore is a marketing professional with diverse experience in social media management, marketing production, and project management. Currently serving as a Marketing Production Assistant at Heartland Advisors, Inc., Mackenzie has previously held roles including Social Media Manager for multiple private companies, where engagement and brand awareness were prioritized through content development and ad campaigns. Experience at Kemps LLC involved managing project timelines across departments, while a Marketing Specialist role at Nicole Christine Styling LLC focused on creating engaging blog content and marketing materials. Mackenzie began a career in marketing with an internship that included campaign management and market analysis. Mackenzie graduated from Marquette University in May 2022.
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.