• Our Process
  • Insights
  • Investment Strategies
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Performance

Month-end returns, quarter-end returns & daily prices

News

Press releases & media mentions

Investment Team

Our PMs, Analysts & Traders

Account Resources

Information for individual investors

Tax Info

2015 tax distributions

Insights

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PM Perspective
2/16
Heartland Advisors Value Investing Portfolio Manager Bill Nasgovitz

Investing in a 3-D World

Demographics, debt, and the fear of deflation are posing challenges for investors, but we believe some areas of the market are better insulated from the headwinds than others.

Water & Wells
2/2/16
Heartland Advisors Value Investing Portfolio Manager Eric Miller

Mind the Gap

Chasing what has worked may be undercutting downside protection for areas of the market.

Heartland in the News
1/28/16
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Uncommon Value in an Unpopular Industry

Portfolio Manager Colin McWey, CFA, shares his perspective on attractive valuations in banking, as well as how capital and liquidity profiles today differ from the last big downturn.

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PM Perspective
1/16
Heartland Advisors Value Investing Portfolio Manager Bradford Evans

How Do We Know When a Stock is Truly Cheap?

Using EV/EBITDA helps us develop a complete picture of when a company is truly undervalued as opposed to simply inexpensive.

Water & Wells
1/22/16
Heartland Advisors value investing portfolio manager Will Nasgovitz

Economic Strength: Looking at The Long Haul

Trucking sales may tell us if we’re in for a few bumps in the road or heading for an economic pullback.

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

©2016 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.

Economic predictions are based on estimates and are subject to change.

Sector and industry classifications as determined by Heartland Advisors may reference data from sources such as FactSet Research Systems, Inc. or the Global Industry Classification Codes (GICS) developed by Standard & Poor’s and Morgan Stanley Capital International.

There is no guarantee that a particular investment strategy will be successful.

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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