Troy McGlone, CFA, is Vice President and Co-Portfolio Manager for the Opportunistic Value Equity Strategy, as well as the Mid Cap Value Fund and its corresponding Mid Cap Value Strategy.
He was a Research Intern during the summer of 2013, joined the Investment Team full-time in 2014, and was promoted to his current role in 2019.
Previously, McGlone was a Portfolio Finance Analyst for five years at Stark Investments, an alternative investment firm. He initially joined Stark as a Securities Lending Analyst.
He earned a Master of Business Administration in Applied Security Analysis at the University of Wisconsin-Madison in 2014. His bachelor’s in finance was earned at the University of Wisconsin-Milwaukee in 2006.
Portfolio managers are often misunderstood. At Heartland, we prioritize long-term opportunities and disciplined risk management over short-term market predictions.
Heartland Mid Cap Value Fund’s management was highlighted in a recent article.
Kiplinger recently named Heartland’s Mid Cap Value Fund one of its “25 Favorite No-Load Mutual Funds."
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