Heartland Advisors, Inc.
Michael Kops is a seasoned finance professional currently serving as Vice President-Partner at Heartland Advisors, Inc., where since October 2009, there has been a focus on client partnership and promoting active value investing principles. Prior to this role, Michael held significant positions at Novo Group, Inc., including serving on the Board of Directors and as a Sales/Business Development Executive, emphasizing consultative B2B sales with senior executives. Michael also contributed to the Juvenile Diabetes Research Foundation’s Board, advocating for diabetes research and support from November 2010 to November 2016. Additional experience includes coaching as Head Varsity Soccer Coach at Whitefish Bay High School, financial advising at Morgan Stanley, and sales management at Strong Investments. Michael Kops holds a degree in Finance from Lubar College of Business.
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.