Heartland Advisors
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
790 N Water St Ste 1200, Milwaukee, Wisc...Phone Number
(414) 347-7777Website
www.heartlandadvisors.comRevenue
$6.8 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
About Heartland Advisors
Established in 1983, Heartland Advisors, Inc. is an independently owned equity value investment manager based in Milwaukee, Wisconsin. As of March 31, 2022, the Firm managed approximately $1.8 billion. The Heartland family of value-driven, actively managed portfolios includes distinct domestic strategies offered through three mutual funds and four separately managed accounts.Explore more
Heartland Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Heartland Advisors
$6.8M
11-50
Private
-
1983
NB
Nicole BestSenior Vice President, Chief Financial Officer and Chief Administrative Officer
Company Profile Activity
Activity Insights
Heartland Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Heartland Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Heartland Advisors.
Heartland Advisors Tech Stack
A closer look at the technologies used by Heartland Advisors
Heartland Advisors News & Media
Prestige Consumer Healthcare’s (PBH) Free Cash Flow to Enterprise Value Stood at 6.5%
Heartland Advisors, an investment management company, released its “Heartland Opportunistic Value Equity Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. Large- and mega-cap stocks posted another quarter of outperformance in Q4, despite a brief broad-based performance across market caps. The Russell 2000® Index of small stocks returned 2.19% in the […]Will Watsco (WSO) Benefit from Technology Investments?
Heartland Advisors, an investment management company, released its “Heartland Opportunistic Value Equity Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. Large- and mega-cap stocks posted another quarter of outperformance in Q4, despite a brief broad-based performance across market caps. The Russell 2000® Index of small stocks returned 2.19% in the […]Will Columbus McKinnon (CMCO) be Able to Trade at 12x EV/EBITDA?
Heartland Advisors, an investment management company, released its “Heartland Value Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Russell 2000® Value Index generated a return of 3.26% in the fourth quarter, outperforming 2.66% gains for the S&P 500. After the year-end surge, small stocks nearly caught up to […]Should You Be Optimistic About Builders FirstSource (BLDR)?
Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the fourth quarter, the market’s gains continued to widen, as small value stocks outpaced the Magnificent 7, and the artificial intelligence (AI) trade pulled back in November amid concerns […]
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Frequently Asked Questions Regarding Heartland Advisors
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Established in 1983, Heartland Advisors, Inc. is an independently owned equity value investment manager based in Milwaukee, Wisconsin. As of March 31, 2022, the Firm managed approximately $1.8 billion. The Heartland family of value-driven, actively managed portfolios includes distinct domestic strategies offered through three mutual funds and four... Read More
