About
Brad Evans is a Portfolio Manager and Senior Vice President at Heartland Advisors Inc., based in Milwaukee, WI. He is responsible for managing the Heartland Value Plus Fund, a position he has held since 2006, where he oversees investment decisions and fund strategy alongside other senior team members.
Evans specializes in value investing equity strategies, with a primary focus on small-cap and mid-cap stocks, consistent with Heartland Advisors’ core investment approach. His areas of expertise include identifying undervalued companies in the U.S. equity markets, with particular attention to the financials, industrials, and consumer sectors, as reflected in the firm’s portfolio allocations.
He holds a Bachelor of Arts from the University of Wisconsin-Madison, majoring in Russian, International Relations, Political Science, and Soviet East European Studies. With nearly two decades at Heartland Advisors, Evans is recognized for his analytical rigor and long-standing contribution to the small-cap value investment landscape.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Heartland Advisors | Portfolio Manager | Unknown to Present | — |
| Heartland Advisors, Inc. | Senior Vice President - Portfolio Manager | Jul 2004 to Present | I am a registered representative of ALPS Distributers, Inc., which is the distributor for Heartland Funds. |
Education
University of Wisconsin-Madison
BA, Russian, International Relations, Political Science, Soviet East European Studies
1990 — 1995
Others at Heartland Advisors Inc. (7)
| Name | Role | Location |
|---|---|---|
C Colin McWey | Portfolio Manager | Milwaukee, WI , United States |
| Senior Vice President - Equity Trading | Milwaukee, WI , United States | |
M Michael Warecki | Associate Portfolio Manager | Milwaukee, WI , United States |
T Troy McGlone | Vice President and Portfolio Manager | Milwaukee, WI , United States |
B Bill Nasgovitz | Chairman and Portfolio Manager | Milwaukee, WI , United States |
L Lauren Johnson | Research Analyst | Milwaukee, WI , United States |
| CEO and Portfolio Manager | Milwaukee, WI , United States |