Videos - Investment Information

Showcasing the people that drive the process

We've embraced video technology to provide market insight and explanations of investing theory - directly from our investment team. We believe their passion for value investing will be contagious!

 

Will Nasgovitz

Why we continue to believe in small-cap stocks
nasgovitz notes - February 2012

Founder, President and Portfolio Manager Bill Nasgovitz shares why he believes last year's bear market smacks of indiscriminate selling, and thus could provide an opportunity for value-conscious investors.

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5-Star Fund Manager’s Small-Cap Picks
CNBC - January 13, 2012

Portfolio Manager Adam Peck discusses small cap stocks that may offer big potential.

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Why More Values in large Caps?
Morningstar - January 11, 2012

Senior Vice President and Portfolio Manager Will Nasgovitz shares why skepticism about future growth or margin improvement may be weighing on larger, high-quality companies, potentially making them more attractive for value investors.

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Will Nasgovitz

our positive outlook for the new year
nasgovitz notes - January 2012

While the outlook for equity investing remains unsettled, we are encouraged by valuations in small caps following quarters of underperformance.

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small stocks, big returns
CNBC - december 29, 2011

Portfolio Manager Brad Evans discusses small companies he believes are undervalued.

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Will Nasgovitz

financial soundness in a time of global debt
nasgovitz notes - December 2011

Senior Vice President and Portfolio Manager Will Nasgovitz discusses how we believe financially sound companies hold the key to enduring these challenging economic environments.

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Will Nasgovitz

time for small-cap stocks to outperform?
nasgovitz notes - November 2011

Historically, small-cap stocks have outperformed large-cap stocks following bear markets; we believe the trend will continue.

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Will November be good for investors?
CNBC - October 31, 2011

Senior Vice President and Portfolio Manager Will Nasgovitz appeared on CNBC's Market Alert to discuss how November may be bullish for small-cap stocks.

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Will Nasgovitz

dividend-paying stocks: helping to mitigate volatility?
nasgovitz notes - October 2011

We believe dividend-paying stocks are an integral part to weathering this economic storm.

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Will Nasgovitz

Wealth can be earned when times are tough
nasgovitz notes - august 2011

Senior Vice President and Portfolio Manager Will Nasgovitz discusses how market volatility can create opportunity for long-term investors.

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Bill Nasgovitz

Complex ideas made simple: a closer look at alpha and beta
Nasgovitz Notes - june 2011

Founder, President and Portfolio Manager Bill Nasgovitz discusses how understanding alpha and beta may better help you recognize the implications of your investment decisions.

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Will Nasgovitz

Are your emotions getting in the way of efficient investing?
Nasgovitz Notes - May 2011

Senior Vice President and Portfolio Manager Will Nasgovitz discusses how investor decisions are affected by their emotions. Find out how Heartland's disciplined process might help you stick with a long term strategy.

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Will Nasgovitz

HOW CAN OUR MULTI-CAP FUND BENEFIT YOU?
Nasgovitz Notes - April 2011

Exposure to stocks across the spectrum of capitalization may provide benefits. Our award-winning multi-cap Select Value Fund has historically performed well for its shareholders.

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Will Nasgovitz

Inflation's effect on stock valuations
Nasgovitz Notes - March 2011

Senior Vice President and Portfolio Manager Will Nasgovitz shares thoughts on the likelihood of inflation and potential effects on the market.

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Will Nasgovitz

Market Corrections: A healthy part of investing?
Nasgovitz Notes - February 2011

Market pullbacks, or corrections, have been a normal and even healthy part of the longer term process of wealth creation in the stock market.

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Big Profits with Small Caps
Brad Evans on CNBC - July 28, 2010

Portfolio Manager Brad Evans appeared on CNBC as an "All-star Investor" discussing the Value Plus Fund's focus on small-cap dividend-paying stocks. (Note: You will be redirected to the CNBC website to view this video.)

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Finding Value in the Small Cap Space
Bloomberg's “Best In Class” - June 24, 2010

Portfolio Manager Brad Evans discusses the historical outperformance of small-cap stocks and Heartland's contrarian investment strategy.

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The statements and opinions expressed in the video are those of the presenter. Any discussion of investments and investment strategies represents the Funds' investments and portfolio managers' views as of the date of the video, and are subject to change without notice. All information is historical, not indicative of future results and subject to change. Audience should not assume that an investment in the securities mentioned was or would be profitable in the future. This information is not a recommendation to buy or sell.

The above individuals are Registered Representatives of ALPS Distributors, Inc.

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