HEARTLAND ADVISORS Overview
Heartland Advisors Inc is an investment advisor that manages 5.4 BN dollars in regulatory AUM and has 49 employees, of which 16 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/19. The fund's latest filing disclosed 1BN in positions, representing 25% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/19. The fund's latest filing disclosed 1BN in positions, representing 25% of the manager's regulatory AUM.
HEARTLAND ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HEARTLAND ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| KW | 1.69% | Financials | -2.85% | -0.11% | 2 | 4% | ||
| VST | 1.62% | Energy | -14.19% | -0.17% | 0 | 5% | ||
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FEATURED IN
HEARTLAND ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William J. Nasgovitz | Director, Chairman & Chief Investment Officer | March-1985 |
| Paul T. Beste | Director, Chief Operating Officer & Secretary | June-2000 |
| Kevin D. Clark | Senior Vice President & Portfolio Manager | July-2001 |
| David C. Fondrie | Senior Vice President & Portfolio Manager | May-2006 |
| Vinita K. Paul | Vice President, General Counsel & Chief Compliance Officer | August-2008 |
| David Ribbens | Director, Executive Vice President & Head Of Distribution | June-2008 |
| Jeanne M. Kolimaga | Vice President Of Human Resources | March-2007 |
| Nicole J. Best | Senior Vice President & Chief Financial Officer | May-2010 |
| Matthew J. Miner | Vice President & Director Of Equity Trading | July-2001 |
| William R. Nasgovitz | Director, Chief Executive Officer & Portfolio Manager | May-2006 |
| Adam J. Peck | Vice President & Portfolio Manager | August-2007 |
| Michael T. Riggs | Senior Vice President & Chief Technology Officer | May-2002 |
| Catherine M. Stephenson | Vice President & Director Of Marketing | January-2012 |
| Colin P. Mcwey | Vice President & Portfolio Manager | July-2013 |
| Bradford A. Evans | Director, Senior Vice President & Portfolio Manager | September-2006 |
HEARTLAND ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HEARTLAND ADVISORS Investment Strategy
Item 8: Methods of analysis, investMent strategies and risk of loss
Methods of Analysis
Heartland’s investment process relies upon fundamental research to actively select securities for client accounts. Heartland’s investment team evaluates each security through a set of criteria known as Heartland’s 10 Principles of Value Investing™. These criteria are designed to identify stocks that
Heartland finds to be priced at a discount to their fundamental,
intrinsic value and that are consistent with the “value” style of investing.
Heartland’s investment team uses several methods to target securities for this in-depth fundamental analysis. For example, periodic screens of a relevant universe are used to identify securities that meet quantifiable aspects of the 10 Principles
of Value Investing™. Ideas may be generated from industry conferences, trade journals, broker research, company disclosures or presentation...
Unlock Full Investment Process Description
Methods of Analysis
Heartland’s investment process relies upon fundamental research to actively select securities for client accounts. Heartland’s investment team evaluates each security through a set of criteria known as Heartland’s 10 Principles of Value Investing™. These criteria are designed to identify stocks that
Heartland finds to be priced at a discount to their fundamental,
intrinsic value and that are consistent with the “value” style of investing.
Heartland’s investment team uses several methods to target securities for this in-depth fundamental analysis. For example, periodic screens of a relevant universe are used to identify securities that meet quantifiable aspects of the 10 Principles
of Value Investing™. Ideas may be generated from industry conferences, trade journals, broker research, company disclosures or presentation...
Unlock Full Investment Process Description
HEARTLAND ADVISORS Portfolio Concentration
HEARTLAND ADVISORS Location
789 N WATER STREET SUITE 500
MILWAUKEE, Wisconsin
UNITED STATES, 53202
MILWAUKEE, Wisconsin
UNITED STATES, 53202
HEARTLAND ADVISORS Contact Information
Phone Number: 414-347-7777
Fax Number: 414-347-1339
Website: http://www.heartlandfunds.com
Fax Number: 414-347-1339
Website: http://www.heartlandfunds.com
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