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Investment Outlook

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3/31/17
Heartland Advisors Value Investing Portfolio Manager Bill Nasgovitz

The Case for Being Selective

The mixture of good and bad for the economy and markets underscores the importance of choosing investments carefully.

Fund Commentary

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3/31/17

Heartland Select Value Fund 1Q17 Portfolio Manager Commentary

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

3/31/17

Heartland Mid Cap Value Fund 1Q17 Portfolio Manager Commentary

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

3/31/17

Heartland Value Plus Fund 1Q17 Portfolio Manager Commentary

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

3/31/17

Heartland Value Fund 1Q17 Portfolio Manager Commentary

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

3/31/17

Heartland International Value Fund 1Q17 Portfolio Manager Commentary

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.

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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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.

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.

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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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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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.

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.

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3/17 - 3:11

Walking the Walk: When the Money Talks

Exploring insider activity trends—and what they could mean for future returns.

3/17 - 2:23

Importing Opportunity from Abroad

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

11/16 - 4:45

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.

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Product Insights

Select Value Fund

Mid Cap Value Fund

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Value Fund

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Small Cap Value Plus Strategy

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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