Heartland Advisors, Inc

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...

Value investing,contrarian investing,value mutual funds,actively managed funds,10 principles of value investing,fundamental research,subadvisory services,separately managed accounts,disciplined investing,stock picking,and value stock

Heartland advisors, inc operates in the Investment management industry.

Heartland advisors, inc's revenue is 11m - 100m

Heartland advisors, inc has 11 - 50 employees.