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3Q17 Quarterly Commentary

Multi-Cap Value

Faced with a murky economic outlook, investors gravitated toward growth-oriented names, defensive areas, and larger businesses. 

Fund Strategy

Mid-Cap Value

Investors focused on headlines instead of valuations and stuck with the familiar—and momentum, growth, and perceived safe havens continued to propel the major indices to new heights.

Fund Strategy

Small-Cap Value

Positive economic data and improving Energy sector fundamentals were overshadowed by geopolitical tensions and the headlines of the day.

Fund Strategy

Small- and Micro-Cap Value

Investors reacted to new challenges by sticking with their love affair of momentum and big cap growth stocks. 

Fund Strategy

International Value

Economic optimism and easy money from central banks around the globe boosted international equities. 

Fund

Portfolio Perspective

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Video
11/17 - 2:58
Heartland Advisors Portfolio Manager Bill Nasgovitz

Digging Deeper With Each New High

Opportunity exists for investors willing to roll up their sleeves. Portfolio Manager Bill Nasgovitz shares two examples from the small- and micro-cap portfolio.

Video
11/17 - 2:58
Heartland Advisors Value Investing Portfolio Manager Bradford A. Evans

Picking Through The Weeds

Our contrarian streak has led us to an overlooked gem in agriculture.

PM Perspective
9/17
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.

Market Insight

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Water & Wells
10/24/17
Heartland Advisors Value Investing Research Analyst Troy McGlone

When the Unicorn Eats Your Earnings

Extraordinary items are making an all-too-common appearance in earnings reports.

White Paper
9/17
Heartland Advisors International Value Investing White Paper

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.

Water & Wells
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.

Water & Wells
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.

Investment Approach

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PM Perspective
11/17
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.

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.

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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.

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