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Investment Outlook

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12/31/16
Heartland Advisors Value Investing Portfolio Manager Bill Nasgovitz

Investing with Optimism

A wave of euphoria has hit the markets, but fundamentals could be key in the year ahead.

Fund Commentary

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12/31/16

Heartland Select Value Fund 4Q16 Portfolio Manager Commentary

Security selection was strong in several sectors and helped the Fund outpace its benchmark.

12/31/16

Heartland Mid Cap Value Fund 4Q16 Portfolio Manager Commentary

A bullish tone benefited economically sensitive sectors, and the major indexes hit new highs.

12/31/16

Heartland Value Plus Fund 4Q16 Portfolio Manager Commentary

Economic optimism purred by Presidential election results, and Fed tightening drove the markets higher.

12/31/16

Heartland Value Fund 4Q16 Portfolio Manager Commentary

Optimism sparked by the election results pushed markets to new highs.

12/31/16

Heartland International Value Fund 4Q16 Portfolio Manager Commentary

A new wave of volatility washed over global markets as macro events once again took center stage.

View detailed Fund performance as of the most recent quarter and month end

Strategy Commentary

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12/31/16

Heartland Opportunistic Value Equity Strategy 4Q16 Portfolio Manager Commentary

Strong security selection was widespread and helped the portfolio outpace its benchmark.

12/31/16

Heartland Mid Cap Value Strategy 4Q16 Portfolio Manager Commentary

Investor confidence surged following the presidential election and drove the major indexes to new highs.

12/31/16

Heartland Small Cap Value Plus Strategy 4Q16 Portfolio Manager Commentary

Presidential election results and Fed tightening fueled economic optimism and drove the markets higher.

12/31/16

Heartland Small Cap Value Strategy 4Q16 Portfolio Manager Commentary

A surprise outcome in the presidential election unleashed a wave of optimism that pushed markets to new highs.

Portfolio Manager Perspective

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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.

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.

9/16
Heartland Advisors Value Investing Portfolio Manager Robert Sharpe

Are Emerging Markets Just Getting Started?

Here’s what skeptics may be overlooking when it comes to the staying power of emerging markets.

7/16
Heartland Advisors Value Investing Portfolio Manager Robert Sharpe

Japan: An Attractive Mix of Progress and Opportunity

Central bank policy, a tight labor market, and tax code changes could make for compelling opportunities in Japan.

Water & Wells

Located at the intersection of Water and Wells Streets in Milwaukee, WI, Heartland offers perspective that's a world away from Wall Street. Our Water & Wells email alerts provides brief market perspective when a topic is timely.

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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.

1/24/17
Heartland Advisors International Value Investing Portfolio Manager Michael Jolin

Value: No Translation Needed

A look at what normalized price-to-earnings ratios are telling us about valuations overseas.

White Papers

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8/16

The Role Dividends Can Play in International Equity Investing

Domestic equity investors have long understood the importance of dividends, but their value when investing globally is often overlooked. In this paper, we explore the return and risk profiles of small- and mid-cap international stocks based on their dividend yields.

2/16

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 potential pitfalls associated with various dividend-focused investment strategies.

Product Insight

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1/17
Heartland Advisors Value Investing Select Value Fund Multi-Cap Approach Image

An Investor's Opportunity to Cover the Bases

We challenge the assumption that allocation decisions should be constrained within narrow capitalization ranges.

1/17
Heartland Advisors Value Investing International Photo

The Case for International Small-Cap

An opportunity to enhance diversification and gain exposure to an inefficient asset class.

Video

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11/16 - 4:45
Heartland Mid Cap Value Fund Portfolio Managers

Q&A: A Sweet Spot for Investing

CEO Will Nasgovitz discuss the Mid Cap Value Fund with Co-Portfolio Manager Colin McWey, CFA—including the value of mid-cap exposure, the Fund's investment process, and current positioning.

9/16 - 56:20
Heartland Advisors value investing market insight video

MASTERCLASS: Small-Cap Investing

Do opportunities remain in small-caps after such a strong run? Watch this Asset TV panel discussion featuring Portfolio Manager Andrew J. Fleming, CFA, for Heartland’s viewpoint.

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8/16 - 3:30

Are We Headed Back to the Future?

Many say these are unprecedented times, but we think history may actually provide some context.

5/16 - 5:38

For President, Who Would the Stock Market Vote For?

How the market has historically reacted to presidential politics in general, as well as potential implications for the three remaining candidates.

4/16 - 2:38

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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Terms of Use
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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©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 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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