• Our Process
  • Insights
  • Investment Strategies
Please wait while we gather your results.

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

Resources

Library of documents & materials

Insights

Please wait while we gather your results.
Video
8/2015
Heartland Advisors Value Investing Process Video Series Image

Series: Heartland's 10 Principles of Value Investing

Investment Team members explain our investing process.

Video
8/2015 - 7:25
Value Investing Portfolio Manager Will Nasgovitz Video Play Image

Checking the Economy’s Vital Signs

CEO and Portfolio Manager Will Nasgovitz shares our thoughts on the health of the economy and the growth versus value cycle.

Water & Wells
8/13/2015
Heartland Advisors Portfolio Manager Bradford Evans

An Unsentimental Approach to Finding Value

In an environment driven by sentiment, we continue to find attractive opportunities at compelling valuations.

Please wait while we gather your results.
Portfolio Manager Perspective
7/2015
Heartland Advisors Value Investing Portfolio Manager Robert Sharpe

Japan: An Attractive Mix of Progress and Opportunity

Improving market dynamics and proposed tax code changes could make for compelling opportunities in Japan.

Portfolio Manager Perspective
7/2015
Heartland Advisors Value Investing Portfolio Managers Robert Sharpe Michael Jolin

Why We Believe the Eurozone is a Land of Opportunity

After years of unattractive valuations and outlook, Europe appears to be poised for a change. Here are some reasons we think there are plenty of opportunities in the region.

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.

top