Value investing is my lifelong passion. After more than 40 years of experience, my goals are the same: In the spirit of Benjamin Graham, to be an entrepreneurial value investor, disciplined, and a bit contrarian. During the bear markets of 1973-1974, I developed the 10 Principles of Value Investing(TM) to protect on the downside while participating in the upside. The Heartland Advisors Investment Team uses these 10 Principles(TM) daily as the process for evaluating all portfolio transactions. We believe value investing and our time-tested process is the most intelligent way to achieve superior long-term investment results. I always have been drawn to small- and micro-cap stocks for their capital appreciation potential. This part of the market often is overlooked by Wall Street, and therefore can be rich with opportunity for astute value investors who are willing to do a little digging.I believe it’s important to give back to our community. My wife Marian and I are long-time supporters of organizations focused on education, especially financial literacy. I am a registered representative of ALPS Distributors Inc., which is the distributor for the Heartland Funds.
Listed skills include Investments, Portfolio Management, Mutual Funds, Equities, and 18 others.