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Water & Wells
11/22/16
Heartland Advisors Value Investing Portfolio Manager Bradford A. Evans

London Calling: Borrowers Feeling the LIBOR Pinch

A look at why many companies are feeling the pain of higher rates even before the Fed acts.

Heartland in the News
11/12/16
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Barron's Highlights Heartland Analysis of Dividend-Paying Stocks

Portfolio Manager Colin McWey, CFA, discusses the year-to-date disparity in performance between high-yielding stocks and the rest of the pack. Our view: investors have focused too much on absolute yield, creating opportunity for managers focused on fundamentals.

Heartland in the News
10/19/16
Heartland Advisors Value Investing Portfolio Management

Flying Under the Radar

Heartland Portfolio Managers share perspective on an Energy stock we believe has bottomed and may be at an inflection point. The company is a prime example, in our view, of the bear market in Energy bruising the bottom line of companies beyond producers, yet creating compelling opportunities for value investors.

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PM Perspective
10/16
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Digging Deeper to Avoid Yield Traps

Today’s income hungry world underscores the need to dig into free cash flow and payout ratios to avoid yield traps.

Heartland in the News
10/17/16
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Mid Cap Value Fund Praised for Recent Peer Group Performance

Portfolio Manager Colin McWey, CFA, discusses the team’s approach, which has led it to strong recent performance against peers and the benchmark.

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

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These email lists are created for use by U.S. investment professionals only and are published strictly for informational purposes. Providing access to the content of these emails does not explicitly or implicitly constitute a solicitation of services or products of Heartland Advisors, Heartland Funds, or any of their affiliates. The information contained in these emails is not intended for distribution to, or for use by, investment professionals in a jurisdiction where distribution or purchase is not authorized. The information contained in these emails is not appropriate for use by individual investors. By registering for any of these emails, you agree to Heartland’s terms and conditions and that you are qualified as an institutional investor or otherwise member of a registered broker/dealer, registered investment advisor, or investment consulting firm.
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©2016 Heartland Advisors | 789 N. Water Street, Suite 500, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856

Past performance does not guarantee future results.

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.

Heartland’s investing glossary provides definitions for several terms used on this page.

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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