Markets change, but our focus on value and long-term results remains constant.
Our proprietary 10 Principles of Value Investing™ has stood the test of time. In use for more than a quarter of a century, through many bull and bear markets, it has served shareholders well. All three Heartland Funds are managed with the same consistent investment process.
All three of our Funds deliver long-term returns that speak for themselves. Experienced investors recognize the value of a fund that has a high overall return rate, a rate that's greater than the fund's benchmark or the S&P 500, as a measure of the broad market. Outperforming the market in a risk-conscious manner is our common pursuit.
Heartland's 17-member investment team includes portfolio managers, research analysts and traders with more than 250 years of combined investment industry experience as of 12/31/11.
Our goal is to provide you with outstanding service, and we are here to help. We encourage you to give us feedback.
"We eat our own cooking" in that, as of 3/31/12, the collective group of Heartland employees owned more than $26 million in the Funds. We’re also enthusiastic advocates for shareholder rights, and we follow a strict code of ethics.
You don’t need to be a millionaire to invest in our Funds. It takes only $1,000 to start. (But, if you do happen to be a millionaire and are going to invest more than $500,000, you may be interested in learning more about Heartland's institutional class of shares.)
The value of the Fund's investments will vary from day to day in response to the activities of individual companies and general market and economic conditions, which may cause loss of principal. The Value Fund invests in primarily in small companies selected on a value basis. Such securities generally are more volatile and less liquid than those of larger companies. Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.
S&P 500 Index is an index of 500 U.S. stocks chosen for market size, liquidity and industry group representation and is a widely used U.S. equity benchmark. All indices are unmanaged. It is not possible to invest directly in an index.
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