Lead portfolio manager on Heartland Mid Cap Value Fund
MILWAUKEE, WI, March 12, 2019 /24-7PressRelease/ — Heartland Advisors’ Colin McWey, CFA® has been shortlisted as a finalist in the “Rising Stars” category of the 2019 Mutual Fund Industry Awards sponsored by Fund Intelligence. McWey joined Heartland as a research analyst in 2010 and has since risen to serve as portfolio manager and the firm’s director of research.
“From the time Colin joined Heartland, his investment insights and commitment to excellence have benefited the firm and our investors,” said Vinita Paul, vice president, chief compliance officer and general counsel at Heartland. “All of us at Heartland are proud to congratulate him on this honor.”
McWey has served as lead portfolio manager of the Heartland Mid Cap Value Fund since its launch in October 2014. He also leads the Mid Cap Value Fund’s corresponding separate-account strategy, which has been recognized as a “Top Gun” by Investment Solutions’ PSN manager database. He co-manages both the fund and strategy with fellow portfolio manager and Heartland CEO Will Nasgovitz.
Learn more about the Funds and strategies at heartlandadvisors.com.
Established in 1983, Heartland Advisors, Inc. is an independently owned equity value investment manager based in Milwaukee, Wisconsin. As of December 31, 2018, the Firm managed approximately $1.3 billion. The Heartland family of value-driven, actively managed portfolios includes distinct domestic strategies, offered through four mutual funds and separately managed accounts. Learn more at heartlandadvisors.com.
Past performance does not guarantee future results.
An investor should consider the Fund’s investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information can be found in the Fund’s prospectus. To obtain a prospectus, please call 800-432-7856 or visit heartlandadvisors.com. Please read the prospectus carefully before investing.
The Mid Cap Value Fund invests in a smaller number of stocks (generally 30 to 60) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Fund’s returns. The Fund also invests in mid–sized companies on a value basis. Mid-sized securities generally are more volatile and less liquid than those of larger companies. There can be no assurance that the Fund will grow to or maintain an economically viable size, in which case the Board of Directors may determine to liquidate the Fund. There is no assurance that dividend-paying stocks will mitigate volatility. Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.
The Heartland Funds are distributed by ALPS Distributors, Inc. Colin McWey, Will Nasgovitz, and Vinita Paul are registered representatives of ALPS Distributors, Inc. Separately managed accounts and related investment advisory services are provided by Heartland Advisors, Inc., a federally registered investment advisor. ALPS Distributors, Inc. is not affiliated with Heartland Advisors, Inc.
CFA® is a registered trademark owned by the CFA Institute.
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