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


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Investment Team

Our PMs, Analysts & Traders

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Library of documents & materials


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Heartland in the News
Heartland Advisors Value Investing Portfolio Manager Robert Sharpe

Europe, Emerging Markets, or Both: Where We’re Seeing Value Internationally

International Value Fund Portfolio Manager Robert C. Sharpe pokes holes in the “there’s no place like home” way of thinking. He explains how attractive valuations are leading us to opportunities in both Europe and emerging markets.

Investment Outlook
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
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.

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Water & Wells
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.

Water & Wells
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.

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


Diversified, Balanced Value

Seeks to preserve principal while providing income and capital appreciation


©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.