The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. For performance data current to the most recent month-end, please call 800-432-7856 or visit www.heartlandfunds.com.
Brad Evans graduated with honors from the University of Wisconsin with a BA in International Relations, Russian, and Political Science. Mr. Evans is also a Chartered Financial Analyst. He re-joined Heartland Advisors in June of 2004 as a Vice President and Portfolio Manager. From April 2001 to June 2004, he had served as Vice President and as a Research Analyst for High Rock Capital, LLC. Mr. Evans was previously employed by Heartland Advisors from January 1996 to April 2001, first as a Research Associate and then as a Research Analyst.
Adam J. Peck
Adam J. Peck received his BS in International Relations and MBA in the Applied Securities Analysis Program at the University of Wisconsin-Madison. Mr. Peck is a Chartered Financial Analyst. Mr. Peck started at Heartland Advisors in 2006 and is currently a Portfolio Manager. Mr. Peck was a founding partner at Coral Gables Financial Corporation and a Senior Investment Analyst there in 2004. Previously he was a Senior Investment Associate at Northern Trust Bank of Florida from 2000 to 2004.
Sales Charge %
(taken from prospectus dated 2013-05-01)
Expense Ratio %
based on net assets
(taken from annual report dated 2012-12-31)
789 N. Water St. Milwaukee,
Data on this page does not include the fund's short positions (if any).