Heartland Advisors Fund Manager Profile

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Type

Hedge Fund Manager

Location

Milwaukee WI US

Alternative Asset Classes

Established

2000

Firm Ownership

Investment Team Staff

Total Staff

Heartland Advisors is a value-focused investment management firm based in Milwaukee, Wisconsin. The firm actively manages alternative mutual funds and separately managed accounts. It applies a bottom-up approach that combines traditional fundamental analysis when making its investments.

Asset Class	No. of Funds Currently Managed	Strategies
Private Equity	-	-
Real Estate	-	-
Private Debt	-	-
Infrastructure	-	-
Natural Resources	-	-

Asset Class	No. of Funds Currently Managed	AuM	Date of AuM	Strategies
Hedge Funds	4			Value-Oriented

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9 Known Decision Makers

Position	Location	Asset Class
Chairman & Portfolio Manager	Milwaukee, US	HF
Chief Executive Officer & Portfolio Manager	Milwaukee, US	HF
Senior Vice President & Portfolio Manager	Milwaukee, US	HF
Senior Vice President, Chief Financial Officer & Chief Administrative Officer	Milwaukee, US	HF
Vice President & Co-Portfolio Manager	Milwaukee, US	HF

Showing 5 of 9 known decision makers at Heartland Advisors

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6 Hedge Funds Managed

Share Classes	Core Strategy	Status
2	Value-Oriented	Liquidated
2	Value-Oriented	Active
2	Value-Oriented	Liquidated
		Active
2	Value-Oriented	Active

Showing 5 of 6 hedge funds managed by Heartland Advisors