Thursday, September 27, 2018

Heartland’s Troy McGlone, CFA, Visited Marquette's AIM Program on Wednesday, 9/26/2018


Troy McGlone provided useful advise to AIM students in the Class of 2020 about Heartland's approach to value investing.


Troy McGlone, CFA, presented to the AIM students on value investing
Troy McGlone, CFA, is a Research Analyst, Heartland Advisors (heartlandadvisors.com) was a guest speaker in the AIM program on Wednesday, September 26. He works primarily with the Heartland Multi Cap team.

Heartland Advisors Value Investing Research Analyst Troy McGlone
Troy McGlone
of Heartland Advisors
Milwaukee-based Heartland Advisors was founded in 1983 by Bill Nasgovitz, who has embraced the value philosophy based on the ideals of Ben Graham. Their 10 Principles of Value Investing serve as guiding tenets for all investment decisions.

Troy McGlone provided a brief overview of Heartland’s investment approach and culture – emphasizing collaboration, value focus, and contrarian thinking.  During the afternoon he had the opportunity to interview potential internship candidates.

Image result for heartland advisors google image logoDavid Krause, AIM program director commented, “Troy explained the firm’s 10 Principles of Value Investing with several example that the AIM students in the Class of 2020 appreciated. They are at the point in their studies where they are beginning to put the pieces together and Troy’s presentation gave them an opportunity to see how the process at Heartland works. Many of the students found the 10 Principles to be a useful guide as they begin the task of completing their first full blown equity analysis.”

The students had an opportunity to understand how potential stock investments are ‘gridded out’ within Heartland’s approach. He emphasized the importance of deep research and the value of both quantitative and qualitative analysis.