Water & Wells

Please wait while we gather your results.
Heartland Advisors Value Investing Portfolio Manager and CEO Will Nasgovitz

No More Earnings on the Cheap?

Why companies may no longer be able to rely on reduced capital expenditures to boost profit margins.

Heartland Advisors International Value Investing Portfolio Manager Michael Jolin

Emerging Markets: Hard to Overlook

A look at how Emerging Markets earnings may finally quiet the skeptics.


Please wait while we gather your results.

Corporate America’s Doping Problem

History has been unforgiving for companies that bulk up on debt.


Value: No Translation Needed

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


Will High-Yielding Companies Get Lost on the Hike?

A look at how the latest Fed rate hike may play out for dividend paying stocks.


London Calling: Borrowers Feeling the LIBOR Pinch

A look at why many companies are feeling the pain of higher rates even before the Fed acts.


Debt Funded Buybacks: An Old Dog and Old Trick

A look at how companies are relying on an old trick to boost results.


Japan: Far From Perfect

Economically sensitive stocks in Japan seem priced for a meltdown, but is the pessimism warranted?


Will the Russell Midcap® Value Index Strike the Right Balance?

Portfolio Manager Colin McWey shares thoughts on the impacts of the annual Russell Midcap® Value Index rebalancing.

6/27/16 - 2:16

A Bottom-Up Take on the Russell 3000® Value Rebalance

Portfolio Manager Will Nasgovitz sees room for debate and areas of opportunity from the Russell rebalance.


Russell 2000® Value Rebalance: Creating an Expensive House in a Value Neighborhood

A look at how the Russell 2000® Value reconstitution may force value investors into expensive areas.


An Active Approach to Finding Value

Should investors look to the Russell 2000® Value rebalance for insights into compelling opportunities? Portfolio Manager Bill Nasgovitz doesn’t think so.


Unwinding a Broken Clock

Recent strong performance by the Russell 2000® Value Index is an encouraging sign, but debt-fueled distortions remain.

Email Sign Up

  • I am a financial professional or institutional investor
  • I am an individual investor
Financial Professionals & Institutional Investors
Individual Investors




Heartland Perspectives

Heartland Perspectives

Product Insights

Select Value Fund

Mid Cap Value Fund

Value Plus Fund

Value Fund

International Value Fund

Opportunistic Value Equity Strategy

Mid Cap Value Strategy

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.
I agree to the Terms of Use and confirm that I am a financial professional

Monthly enews

©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.

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.

Economic predictions are based on estimates and are subject to change.

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.

Heartland’s investing glossary provides definitions for several terms used on this page.