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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.

View Top Employees from Heartland Advisors, Inc.
Website https://heartlandadvisors.com
Revenue $6 million
Employees 33 (33 on RocketReach)
Founded 1983
Address 790 N Water St Suite 1200, Milwaukee, Wisconsin 53212, US
Phone (414) 347-7777
Technologies
Industry Finance, Investment Management, Finance General, Banking, Value Investing, Financial Services, Contrarian Investing, Lending and Investments, Value Mutual Funds, Actively Managed Funds, Real Estate Investment, 10 Principles of Value Investing, Real Estate, Fundamental Research, Subadvisory Services, Separately Managed Accounts, Disciplined Investing, Stock Picking, Value Stock
Web Rank 2 Million
Keywords Will Nasgovitz, Michael Kops Milwaukee, Heartland Value Fund Tax, Value Investment Fund Chicago, Hedge Fund Pitch Deck
Competitors Conestoga Capital Advisors, LLC, MicroCap MarketPlace, O'Shaughnessy Asset Management, LLC (OSAM), Oakmark Funds, UAS Asset Management
SIC SIC Code 672 Companies, SIC Code 67 Companies
NAICS NAICS Code 525 Companies, NAICS Code 52 Companies, NAICS Code 5259 Companies, NAICS Code 52591 Companies

Heartland Advisors, Inc. Questions

The Heartland Advisors, Inc. annual revenue was $6 million in 2024.

33 people are employed at Heartland Advisors, Inc..

Heartland Advisors, Inc. is based in Milwaukee, Wisconsin.

The NAICS codes for Heartland Advisors, Inc. are [525, 52, 5259, 52591].

The SIC codes for Heartland Advisors, Inc. are [672, 67].

Top Heartland Advisors, Inc. Employees

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