Heartland Advisors, Inc. Email Format

Investment ManagementWisconsin, United States11-50 Employees

Heartland Advisors, Inc. is a boutique, independent value investment firm based in Milwaukee, Wisconsin. For more than four decades, it has pursued a disciplined, bottom-up approach to investing, aiming to generate superior risk-adjusted returns while limiting downside participation across five strategies and three mutual funds. The firm emphasizes a proprietary framework called The 10 Principles of Value Investing™, integrating traditional fundamental valuation, balance-sheet analysis, and qualitative assessments of management and catalysts to unlock value. Its products are designed to meet long-term investment goals for clients, with stock selection being the primary driver of relative performance. In addition to its core investment process, Heartland Advisors positions itself as a trusted partner focused on consistent, long-term results for its clients.

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