Strategy Commentary

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3/31/17
Heartland Opportunistic Value Equity Strategy Portfolio Manager Commentary

Heartland Opportunistic Value Equity Strategy 1Q17 Portfolio Manager Commentary

Security selection was positive in several sectors, but the portfolio lagged its benchmark.

3/31/17
Heartland Advisors Mid Cap Value Strategy Portfolio Manager Commentary

Heartland Mid Cap Value Strategy 1Q17 Portfolio Manager Commentary

After pushing the major indexes into record territory early in the quarter, investors pivoted to a wait-and-see stance.

3/31/17
Heartland Advisors Small Cap Value Plus Strategy Portfolio Manager Commentary

Heartland Small Cap Value Plus Strategy 1Q17 Portfolio Manager Commentary

Optimism that drove the market toward the end of 2016 continued, but enthusiasm tempered as the quarter wore on.

3/31/17
Heartland Advisors Small Cap Value Strategy Portfolio Manager Commentary

Heartland Small Cap Value Strategy 1Q17 Portfolio Manager Commentary

Equities charged higher at the beginning of the quarter, but stalled as investors chased growth and perceived safety in larger names and index funds.

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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.

9/30/16

Heartland Opportunistic Value Equity Strategy 3Q16 Portfolio Manager Commentary

Investors showed increased optimism toward growth in the U.S. and globally, yet sought to hedge against unexpected bumps that may lie on the horizon.

9/30/16

Heartland Mid Cap Value Strategy 3Q16 Portfolio Manager Commentary

A brightened outlook for growth prospects in the U.S. and globally caused economically sensitive areas to benefit the most.

9/30/16

Heartland Small Cap Value Plus Strategy 3Q16 Portfolio Manager Commentary

Investors continued to bid up stocks in the hopes that the economy would accelerate in 2017.

9/30/16

Heartland Small Cap Value Strategy 3Q16 Portfolio Manager Commentary

Attractively valued stocks continued their resurgence and smaller names joined the move higher.

6/30/16

Heartland Opportunistic Value Equity Strategy 2Q16 Portfolio Manager Commentary

The portfolio benefited from strong performance by holdings in Financials and Utilities and outperformed its benchmark.

6/30/16

Heartland Mid Cap Value Strategy 2Q16 Portfolio Manager Commentary

Broadening strength highlighted another step in the rotation away from a market driven by dollar strength, deflation worries, and low interest rates. The new outlook benefited the Mid Cap Value Strategy, and it outperformed.

6/30/16

Heartland Small Cap Value Plus Strategy 2Q16 Portfolio Manager Commentary

Mixed economic data and uncertainty over Fed action led to continued volatility and a lack of clear direction.

6/30/16

Heartland Small Cap Value Strategy 2Q16 Portfolio Manager Commentary

Valuation focused investors received a double dose of good news this quarter: Market breadth expanded and small-cap value stocks outpaced growth.

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Past performance does not guarantee future results.

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.

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.

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