Insights

  • Quarterly Commentary
  • Portfolio Perspective
  • Market Insight
  • Investment Approach

Quarterly Commentary

Multi-Cap Value

Security selection was positive in several sectors, but weakness in the portfolio’s Health Care and Energy names caused the Fund to lag.

Fund Strategy

Mid-Cap Value

Growth-oriented businesses and less-volatile names were in favor as investors hedged some of their bullishness about the economy.

Fund Strategy

Small-Cap Value

Large companies and less volatile names were in favor as investors tempered their enthusiasm. 

Fund Strategy

Small- and Micro-Cap Value

The current indexation mania is setting up distortions and mispricing of many businesses, which the portfolio's managers intend to capitalize on. 

Fund Strategy

International Value

A temporary pause in the impact of macro influences abroad, improving economic numbers in Europe and China, and attractive valuations provided broad strength for international equities. 

Fund

Portfolio Perspective

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Video
4/17 - 2:39
Heartland Mid Cap Value Fund Portfolio Managers Colin McWey and Will Nasgovitz

A Look at Our Mid Cap Value Strategy

The Portfolio Management Team provides an overview.

Video
4/17 - 8:05
Heartland Mid Cap Value Fund Portfolio Managers Colin McWey and Will Nasgovitz

Why Value? Why Heartland? Why Now?

An interview with Founder and CIO Bill Nasgovitz.

Video
3/17 - 2:23
Heartland International Value Fund Portfolio Managers

Importing Opportunity from Abroad

The International Value Team discusses why the tide may be turning for overseas markets.

PM Perspective
3/17
Heartland Value Fund Portfolio Manager Bill Nasgovitz

How Micro-Caps Add Value to a Small-Cap Value Strategy

Micro-caps can be an overlooked source of opportunities in a small-cap strategy. Portfolio Manager Bill Nasgovitz explores the advantages and our approach to the group.

Market Insight

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PM Perspective
2/17
Heartland Advisors value investing portfolio manager Will Nasgovitz

What’s in Your Index?

A look at how passive investing may be adding unwanted risk to your portfolio.

Water & Wells
2/7/17
Heartland Advisors Value Investing Portfolio Manager Will Nasgovitz

Corporate America’s Doping Problem

History has been unforgiving for companies that bulk up on debt.

White Paper
2/17
Value Investing Market Insight White Paper Dividends

Dividends: A Review of Historical Returns

We examine historical evidence to consider how the risk/return profiles of dividend paying stocks compare with those of non-dividend paying stocks over various holding periods, during down markets, and during recoveries. We share the findings and summarize some of the strengths and potential pitfalls associated with various dividend-focused investment strategies.​

Investment Approach

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Video
5/17 - 3:55
Heartland Advisors value investing Investment Team members

Trends in Insider Activity

What insider activity is telling us about today's market.

PM Perspective
5/17
Heartland Advisors value investing portfolio manager Colin McWey

Cash Flow: An Equalizing Force in Analysis

Cash flow helps us evaluate opportunities on an apples to apples basis regardless of industry or debt.

PM Perspective
4/17
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.

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Product Insights

Select Value Fund

Mid Cap Value Fund

Value Plus Fund

Value Fund

International Value Fund

Opportunistic Value Equity Strategy

Mid Cap Value Strategy

Small Cap Value Plus Strategy

Small Cap Value Strategy

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©2017 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.

In addition to stocks of large companies, the Funds invest in small- and mid-sized companies that are generally less liquid and more volatile than large companies. The Select Value, Mid Cap Fund, and Value Plus Funds invest in a smaller number of stocks (generally 40 to 60, 30 to 60, and 40 to 70, respectively) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Funds’ returns. The International Value Fund invests in foreign securities which have additional risks, including but not limited to, exchange rate changes, political and economic upheaval, and relatively low market liquidity. These risks are magnified in emerging markets. There can be no assurance that the Mid Cap Value Fund will grow to or maintain an economically viable size, in which case the Board of Directors may determine to liquidate the Fund.

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

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.

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.

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

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 registered trademark owned by the 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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