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 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 33% of the manager's regulatory AUM.

HEARTLAND ADVISORS StockAlpha

-3.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HEARTLAND ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MDU 2.91% Utilities 14.18% 0.55% 2 3%
ACTG 2.13% Industrials 11.96% 0.09% 11 3%
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FEATURED IN
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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...
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HEARTLAND ADVISORS Portfolio Concentration

HEARTLAND ADVISORS Location

789 N WATER STREET SUITE 500
MILWAUKEE, Wisconsin
UNITED STATES, 53202

HEARTLAND ADVISORS Contact Information

Phone Number: 414-347-7777
Fax Number: 414-347-1339
Website:

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