• Our Process
  • Insights
  • Investment Strategies
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Performance

Month- & quarter-end returns

News

Press releases & media mentions

Investment Team

Our PMs, Analysts & Traders

Account Resources

Information for individual investors

Resources

Library of documents & materials

Insights

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Investment Outlook
6/30/2015
Heartland Advisors Value Investing Portfolio Managers Bill Nasgovitz Bradford Evans

Weighing the Details

Investor behavior started to catch up with economic reality. More confidence and greater clarity is causing investors to look beneath the surface and should lead them to the types of companies we hold.

Heartland in the News
6/20/2015
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Column Features Two Heartland Holdings with Improving Business Models

Portfolio Manager Colin McWey, CFA, highlights two holdings and the changes we believe will make them more valuable in the eyes of the market.

Water & Wells
6/9/2015
Heartland Advisors Value Investing Research Analyst Andrew Fleming

Don't Fear the Hike

History shows equity investors shouldn’t fear the prospect of the first rate hike in nine years.

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Water & Wells
5/19/2015
Heartland Advisors Value Investing Portfolio Manager Adam Peck

Quality on Sale

We think depressed valuations for high quality companies are presenting opportunities for investors looking to upgrade their holdings.

Portfolio Manager Perspective
4/2015
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Why Catalysts and Context Matter

The difference between an unloved laggard and an attractive investment opportunity often begins with perception. Here is a look at internal catalysts and their importance in changing investors’ views and company results.

Investment Strategies

Multi-Cap Value

Dynamically pursues the best opportunities regardless of market capitalization

Fund Strategy

Mid-Cap Value

Invests in mid-cap, dividend-paying companies

Fund Strategy

Small-Cap Value

Invests in undervalued small companies and seeks to reduce volatility through strong balance sheets and dividends

Fund Strategy

Small- and Micro-Cap Value

Pursues long-term capital appreciation by investing in micro- and small-cap companies

Fund Strategy

International Value

Seeks long-term capital appreciation by investing in small- and mid-cap international companies, with an emphasis on dividends

Fund

Diversified, Balanced Value

Seeks to preserve principal while providing income and capital appreciation

Strategy

©2015 Heartland Advisors | 789 N. Water Street, Suite 500, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-881-0882 | Institutional Investors: 414-977-8771 | Individual Investors: 800-432-7856

An investor should consider the Funds’ investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information may be found in the prospectus (pdf). To obtain a print prospectus, call 800-432-7856. Please read the prospectus carefully before investing.

Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.

Important notice to investors residing outside the United States: The Heartland Funds are offered for sale only in the U.S. and certain U.S. territories. Although you may obtain prospectuses and other information about the Heartland Funds at this website, we will mail prospectuses and other information only to addresses in the U.S. and will accept only new account applications that contain an address in the U.S. and certain U.S. territories.

The statements and opinions expressed in the articles or appearances are those of the presenter. Any discussion of investments and investment strategies represents the presenters' views as of the date created and are subject to change without notice. The opinions expressed are for general information only and are not intended to provide specific advice or recommendations for any individual. Any forecasts may not prove to be true.

Industry and sector classifications are generally determined by referencing the Global Industry Classification Standard Codes (GICS) developed by Standard & Poor’s and Morgan Stanley Capital International.

The above individuals are registered representatives of ALPS Distributors, Inc.

CFA is a trademark owned by CFA Institute.

The Heartland Funds are distributed by ALPS Distributors, Inc.

Separately managed accounts and related investment advisory services are provided by Heartland Advisors, Inc., a federally registered investment advisor. ALPS Distributors, Inc., is not affiliated with Heartland Advisors, Inc.

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