Hugh F. Denison’s professional and personal experiences throughout his investment career make him a true industry veteran. Hugh joined Heartland Advisors during its first year in 1985. Since then Hugh has held a number of key roles at Heartland, including research, Shareholder Ombudsman and as a member of the Value Fund investment team. Today, he is a member of the Select Value Fund portfolio management team.
Hugh has a long history of charitable giving and community involvement throughout Wisconsin. He was a board member of Big Brothers Big Sisters, Skylight Opera Theatre, Milwaukee Athletic Club and John Michael Kohler Arts Center, and trustee of Sheboygan YMCA Endowment Trust and Potawatomi Tribal Foundation Council. Hugh’s current involvement in the community includes Lawrence University Legacy Circle, Lakeland College Foundation Committee, and Deland Foundation. He remains involved in many philanthropic activities in the community.
In the late 90s, Hugh took a brief retirement to teach business principles to inner city Milwaukee children. He was also a lecturer at Lakeland College in Sheboygan, Wisconsin. He continues to give investment and market outlook presentations to local business leadership groups.
Hugh received a BA in Economics from Lawrence University, where he was a Phi Beta Kappa member and was voted outstanding student in his college graduating class. Shortly after graduation, Hugh joined the U.S. Navy, serving in the Republic of Vietnam. He is a decorated combat veteran.
The above individual is a Registered Representative of ALPS Distributors, Inc.
Annually, Lipper, an independent monitor of mutual funds, determines the fund classification winner over 3, 5 and 10 years based on the highest Lipper Leader for Consistent Return value within each eligible classification. Consistent Return reflects funds' historic returns, adjusted for volatility, relative to peers and relies on monthly data.
Lipper does not guarantee the accuracy of this information. As of December 31, 2009, for the 10, 5, 3 and 1 year periods, the Fund was ranked 2 of 103, 1 of 218, 3 of 281 and 61 of 347. The Heartland Select Value Fund had a negative average annual return for the 3 year period as of December 31, 2009. As ofJune 30, 2010, for the 10, 5, 3 and 1-year periods, the Fund's Lipper numeric rankings were 2 of 92, 5 of 202, 21 of 266 and 44 of 323, respectively.
Heartland Select Value (HRSVX)
Heartland Select Value Fund has been awarded the Best Multi-Cap Value Fund over the 3- and 5-year periods.
The awards were earned based on Lipper's category of highest consistent return for each time period ending December 31, 2009, among 267 and 211 funds, respectively.
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