Heartland Advisors
Investment Management • 
Milwaukee, Wisconsin, United States • 21-50 Employees
Company overview
| Headquarters | 790 N Water St, Suite 1200, Milwaukee, Wisconsin 53202, US |
| Phone number | +18004327856 |
| Website | |
| NAICS | 5231 |
| SIC | 672 |
| Keywords | Disciplined Investing, Value Investing, Contrarian Investing, 10 Principles Of Value Investing, Actively Managed Funds, Fundamental Research, Separately Managed Accounts, Stock Picking, Subadvisory Services, Value Mutual Funds, Value Stock |
| Founded | 1983 |
| Employees | 21-50 |
| Socials |
Key Contacts at Heartland Advisors
Will Nasgovitz
Ceo And Portfolio Manager
Josh Sanders
Vp, Director Of Information Systems
Karen Leppla
Vice President, Director Of Trading
Andrew Fleming
Director Of Research
Heartland Advisors Email Formats
Heartland Advisors uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@heartlandadvisors.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@heartlandadvisors.com | 66.7% |
{first initial}{last name} | jdoe@heartlandadvisors.com | 33.3% |
About Heartland Advisors
Heartland Advisors is a boutique, independent value investment firm located in Milwaukee, WI. For over 40 years, we’ve been dedicated to a value-driven, actively managed approach to help investors reach their long-term goals. While our process is consistent across each of our five strategies and three mutual funds, each portfolio is designed with a distinct purpose. A collection of rules and tools are used to construct the overall portfolio such that stock selection is the primary driver of relative performance. In every portfolio, our mission remains the same: provide superior risk adjusted returns and limit downside participation. At the center of our process, is our proprietary time-tested, stock analysis framework The 10 Principles of Value Investing™. The investment team applies a disciplined, bottom-up approach, combining traditional fundamental valuation analysis and scrutiny of balance sheets and financial soundness with qualitative work to measure management teams and catalysts to unlock value. Heartland Advisors, Inc. is committed to serving as a trusted partner for our clients, as we strive to deliver consistent, superior investment results. DISCLOSURE Past performance does not guarantee future results. This material must be accompanied by a prospectus: Value Mutual Funds Resources | Heartland Advisors. 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 Heartland on Social Media.
Heartland Advisors revenue & valuation
| Annual revenue | $2,737,760 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $8,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Heartland Advisors has 9 employees across 6 departments.
Departments
Number of employees
Funding Data
Heartland Advisors has never raised funding before.
Heartland Advisors Tech Stack
Discover the technologies and tools that power Heartland Advisors's digital infrastructure, from frameworks to analytics platforms.
Operating systems
JavaScript frameworks
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CDN
Marketing automation
JavaScript libraries
Analytics
Web frameworks
Analytics
CDN
Tag managers
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France
Switzerland
Sweden
Canada
Frequently asked questions
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