Heartland Advisors, Inc.

Heartland Advisors, Inc.

Heartland Advisors, Inc.

Overview
Date Founded

1983

Headquarters

789 NORTH WATER STREET, SUITE 500, MILWAUKEE, WI, 53202

Type of Company

Private

Employees (Worldwide)

28

Industries

Investment Services & Portfolio Management
Accounting & Financial Services
Consumer Finance

Company Description

Heartland Advisors is an active, value-based investor that aims to provide superior risk-adjusted returns and limit downside participation. The firm looks for under-researched, under-followed and under-valued securities of well-managed companies with strong balance sheets. They typically sell securities when they consider them to be overvalued relative to other investments. Portfolio managers and research analysts work side-by-side to apply a bottom-up approach that combines traditional fundamental analysis.

Contact Data
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Executives & Employees

Chief Executive Officer & Portfolio Manager

Senior Vice President, Chief Financial Officer & Chief Administrative Officer

Vice President, Chief Compliance Officer, General Counsel & Secretary

Senior Vice President & Chief Technology Officer

Vice President & Partner

Corporate Controller

Vice President & Director of Marketing

Vice President, Chief Risk Officer & Director of Trading

Vice President, Chief Compliance Officer & Senior Legal Counsel

Board of Directors

Chief Executive Officer & Portfolio Manager at Heartland Advisors, Inc.

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Recent Transactions
Details Hidden

North Track Funds, Inc. purchases Heartland Wisconsin Tax Free Fund from Heartland Advisors, Inc.

Details Hidden

Johnson Controls, Inc. purchases Donnelly Corp. from Heartland Advisors, Inc.

Advisors & Consultants
Advisor

Managing Partner, Financial Services at Baker Tilly US LLP

Clients

Children's Hospital of Wisconsin Foundation, Inc. provides philanthropic support to Children's Hospital and Health System, Inc. and its tax-exempt affiliates. The Foundation has advanced the Health System's mission by securing endowment funds for a large number of programs and services related to pediatric patient care, education, research and advocacy for children. The firm's accomplishments include: helping to fund the creation of the Children's Hospital's child protection center and the child life program of education and play therapy for children; significant funding of the hospital's intensive care units' equipment; and funding for school-based health centers in Milwaukee schools.

THE FOUNDATION PROVIDES GRANTS FOR THE LONG-TERM FINANCIAL SUPPORT OF UNITED LUTHERAN PROGRAM FOR THE AGING, INC. AND TO SUPPORT RESIDENTS WITH THEIR CARE AND HOUSING NEEDS WHO CAN NO LONGER AFFORD TO PAY FOR THEIR OWN CARE.

Non-Profit Donations & Grants
$50K - $100K
2006
Political Donations
$5,000 +
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