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Investment Outlook

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6/30/17
Heartland Advisors Value Investing Portfolio Manager Bill Nasgovitz

Value in Hard Work

As growth/momentum begins to wilt under the weight of ever increasing expectations, value should once again attract investor attention.

Fund Commentary

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6/30/17

Heartland Select Value Fund 2Q17 Portfolio Manager Commentary

An uncertain economic outlook prompted investors to flock to growth-oriented names, defensive areas, and larger businesses.

6/30/17

Heartland Mid Cap Value Fund 2Q17 Portfolio Manager Commentary

Investors stayed with familiar themes, as momentum, growth, and perceived safe havens continued to lead the market higher.

6/30/17

Heartland Value Plus Fund 2Q17 Portfolio Manager Commentary

Bond proxies, perceived safe havens, and companies with potential top-line growth drove the markets to new highs during the quarter.

6/30/17

Heartland Value Fund 2Q17 Portfolio Manager Commentary

Investors spent the quarter balancing a mixed economic outlook against fears of being left behind from the ongoing equity market surge.

6/30/17

Heartland International Value Fund 2Q17 Portfolio Manager Commentary

Continued signs of improvement in many developed economies provided a broad boost for international equities.

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

Strategy Commentary

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6/30/17

Heartland Opportunistic Value Equity Strategy 2Q17 Portfolio Manager Commentary

Investors responded to a murky economic outlook by gravitating toward growth-oriented names, defensive areas, and larger businesses.

6/30/17

Heartland Mid Cap Value Strategy 2Q17 Portfolio Manager Commentary

An uncertain outlook led to investors embracing the familiar themes of momentum, growth and perceived safety.

6/30/17

Heartland Small Cap Value Plus Strategy 2Q17 Portfolio Manager Commentary

Investors sought to maintain the momentum of the equity markets by focusing on bond proxies, perceived safe havens, and companies with potential top-line growth.

6/30/17

Heartland Small Cap Value Strategy 2Q17 Portfolio Manager Commentary

Investors spent the quarter bidding up growth stocks and yesterday’s winners.

Portfolio Manager Perspective

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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.

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.

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.

2/17
Heartland Advisors Value Investing Portfolio Manager Bradford Evans

How Do We Know When a Stock is Truly Cheap?

Using EV/EBITDA helps us develop a complete picture of when a company is truly undervalued as opposed to simply inexpensive.

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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8/29/17
Heartland Advisors Value Investing Portfolio Manager and CEO Will Nasgovitz

Oops! Did They Do it Again?

The meteoric rise of a handful of stocks may have investors forgetting lessons learned from the tech bubble of the late 1990s.

8/1/17
Heartland Advisors Value Investing Vice President of Sales Michael Kops

Active Versus Passive: How Did We Get Here Anyway?

Before declaring a winner in the battle of passive versus active management, investors may want to dig deeper into recent performance trends.

White Papers

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2/17

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.​

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.

Video

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7/17 - 4:03
Heartland Advisors value investing portfolio manager Will Nasgovitz

Here's What's Missing in the Energy Debate

Why the current slump in Energy requires a fresh perspective.

6/17 - 3:45
Heartland Advisors value investing Investment Team members

Have Banks Hit Their High Water Mark?

Why the recent run for banks may be winding down.

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5/17 - 0:36

Hated. And Loving It!

How Wall Street sentiment can be a contrarian indicator for value investors.

5/17 - 3:55

Trends in Insider Activity

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

4/17 - 2:39

A Look at Our Mid Cap Value Strategy

The Portfolio Management Team provides an overview.

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Product Insights

Select Value Fund

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Small Cap Value Strategy

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 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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