Heartland Advisors, Inc.
Troy McGlone, CFA, currently serves as Vice President and Portfolio Manager at Heartland Advisors, Inc., where responsibilities include conducting fundamental research and stock selection for the Multi-Cap and Mid-Cap Value Funds, particularly focusing on the industrial and financial sectors. Prior experience includes the role of Graduate Teaching Assistant in Securities Analysis and Introduction to Corporate Finance at the University of Wisconsin-Madison, along with an Equity Research Internship at Heartland Advisors, Inc. and various positions at Stark Investments, including Portfolio Finance Analyst and Securities Lending Analyst. Troy McGlone holds an MBA in Applied Securities Analysis from the University of Wisconsin (2012-2014) and a BBA in Finance from the Lubar College of Business (2002-2006).
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.