Sign in
BE

Brad Evans

Portfolio Manager at Heartland Advisors Inc.

Milwaukee, WI , United States

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

OrganizationRoleDate RangeDetails
Heartland AdvisorsPortfolio ManagerUnknown to Present
Heartland Advisors, Inc.Senior Vice President - Portfolio ManagerJul 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)

NameRoleLocation
C
Colin McWey
Portfolio ManagerMilwaukee, WI , United States
Kevin Clark
Kevin Clark
Senior Vice President - Equity TradingMilwaukee, WI , United States
M
Michael Warecki
Associate Portfolio ManagerMilwaukee, WI , United States
T
Troy McGlone
Vice President and Portfolio ManagerMilwaukee, WI , United States
B
Bill Nasgovitz
Chairman and Portfolio ManagerMilwaukee, WI , United States
L
Lauren Johnson
Research AnalystMilwaukee, WI , United States
Will Nasgovitz
Will Nasgovitz
CEO and Portfolio ManagerMilwaukee, WI , United States