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.

Investment Management

Heartland Advisors, Inc.

Will Nasgovitz

Linda Skare

Colin McWey

Troy McGlone

Kevin Clark

Michael Kops

Andrew Fleming

Vinita Paul

Pat Dowling

Nicole Best

The Research and Analysis Team at Heartland Advisors, Inc. is responsible for conducting in-depth fundamental analysis and rigorous research to identify high-quality investment opportunities that align with the firm's value-focused strategy. This team utilizes Heartland's proprietary 10 Principles of Value Investing™ to evaluate potential portfolio candidates, performing detailed performance and risk assessments while collaborating with company management and industry stakeholders. Their insights directly support the investment decision-making process, ensuring that each portfolio maintains its distinct role and objectives within the firm's overall product suite.

Research and Analysis Team

Financial Operations Team

Leadership Team

Research and Analysis Team

About

Team members

Other teams at Heartland Advisors, Inc.

Financial Operations Team

Leadership Team