Fund Inception | 10/31/2014 |
Name of Issuer | Heartland |
Fund Advisor(s) | Heartland Advisors Inc |
Sub-Advisor(s) | -- |
Fund Managers for HRMDX
Colin McWey
Portfolio Manager since 10/31/2014
McWey began at Heartland in 2009 as a Research Analyst. He assumed portfolio management responsibilities in 2010. He has been Lead Manager of the Mid Cap Value Strategy since January 2013 and became Lead Manager of its corresponding Fund at the Fund’s inception in October 2014. He was named co-Portfolio Manager of the Select Value Fund and its corresponding Strategy in 2015.
Prior to joining Heartland, McWey worked in several capacities at Bank of America’s investment banking subsidiary, Banc of America Securities. He developed expertise in the fixed income markets and corporate finance, along with the Health Care and Financials sectors. His most recent position at Bank of America was Vice President of Debt Capital Markets, in which he was responsible for the origination and execution of public debt and hybrid capital securities offerings.
He graduated from Vanderbilt University in 2001 with a bachelor’s in economics and history.
Will Nasgovitz
Portfolio Manager since 02/05/2015
Will Nasgovitz is CEO of Heartland Advisors and the Heartland Funds. He is Portfolio Manager for the Select Value, Mid Cap Value, and Value Funds and their corresponding Opportunistic Value Equity, Mid Cap Value, and Small Cap Value Strategies. He is also President and Director of Heartland Funds.
He began at Heartland Advisors in 2003 as a Research Associate and became Portfolio Manager in 2006 of the Select Value Fund, a Lipper Award winner for six consecutive years from 2007 to 2012. He added portfolio management responsibility for the Mid Cap Value Fund in 2015. He also returned to the Value Fund in 2019 as a Portfolio Manager, having previously co-managed from 2009 to 2013.
Prior to joining the Firm, Nasgovitz was a Senior Research Associate at Cambridge Associates.
Nasgovitz often shares his value investing market perspective with the national financial media, including Bloomberg, MarketWatch, TheStreet, and CNBC.
He graduated from the University of Wisconsin-Madison with a bachelor’s in business in 2000.
Troy McGlone
Portfolio Manager since 01/01/2021
Troy McGlone, CFA, is Vice President and Co-Portfolio Manager for the Opportunistic Value Equity Strategy, as well as the Mid Cap Value Fund and its corresponding Mid Cap Value Strategy.
He was a Research Intern during the summer of 2013, joined the Investment Team full-time in 2014, and was promoted to his current role in 2019.
Previously, McGlone was a Portfolio Finance Analyst for five years at Stark Investments, an alternative investment firm. He initially joined Stark as a Securities Lending Analyst.
He earned a Master of Business Administration in Applied Securities Analysis at the University of Wisconsin-Madison in 2014. His bachelor’s in finance was earned at the University of Wisconsin-Milwaukee in 2006.