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Heartland in the News
5/24/17
Heartland Advisors Value Investing Portfolio Manager Bill Nasgovitz

A New Season for Small-Caps?

CIO and Portfolio Manager Bill Nasgovitz provides perspective on why wallflowers of the market could be ready to bloom.

Press Release
5/2/17
Heartland Advisors Value Investing Portfolio Manager Bill Nasgovitz

Founder Bill Nasgovitz Inducted into Wisconsin Business Hall of Fame

The induction was sponsored by Junior Achievement of Wisconsin, which established the Hall of Fame in 1990 to honor individuals who have made a difference in companies and communities throughout the state.

Press Release
5/1/17
Heartland International Value Fund Portfolio Management Team

Heartland Funds Introduces Institutional Class Shares for the International Value Fund

In keeping with Heartland’s history of offering competitive expense ratios across its Funds lineup, we are launching an institutional share class for the Heartland International Value Fund effective May 1, 2017.

Heartland in the News
4/25/17
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Why Backing Winners Could be a Losing Formula

Portfolio Manager Colin McWey, CFA, talks with MarketWatch about potential pitfalls in today’s crowded trades.

Heartland in the News
4/21/17
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Circling the Wagon: What Colin McWey, Buffett & Others See in Wells Fargo

MarketWatch asks Portfolio Manager Colin McWey, CFA, for his take on a Warren Buffett* favorite stock.

Heartland in the News
4/13/17
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Retail and REITs: The Case for Not Buying in Bulk

In areas where some see short-term opportunities, Portfolio Manager Colin McWey, CFA, explains how our long-term focus is steering us away from many traditional retail companies and REITs.

Heartland in the News
4/6/17
Heartland Advisors Value Investing Portfolio Manager Bradford Evans

Do Dividends Still Hold Value?

Portfolio Manager Bradford A. Evans, CFA, shares why a search for dividend-paying stocks should begin with valuations.

Heartland in the News
4/6/17
Heartland Advisors Value Investing Portfolio Manager Colin McWey

‘There’s More Bull To Be Had’

Portfolio Manager Colin McWey, CFA, weighs in on whether the bull market has more room to run despite inflated stock prices.​

Heartland in the News
2/22/17
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Leveraging our Disciplined Approach

Sure a rising tide can lift all boats, but we’re ‘creating our own luck,' explains Portfolio Manager Colin McWey, CFA.

Heartland in the News
1/16/17
Heartland Advisors Value Investing Portfolio Manager Will Nasgovitz

At the Intersection of Art & Science

A look at how both influence our quest for value.

Heartland in the News
1/7/17
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Trends in Big Pharma

Portfolio Manager Colin McWey, CFA, discusses how Heartland's focus on fundamentals has helped uncover two companies we believe have growth potential despite challenges in the sector.

Heartland in the News
12/1/16
Heartland Advisors Value Investing Investment Team

Fear of an Industry Backfire + Strong Fundamentals = Attractive Entry Point

The Investment Team digs into an auto parts manufacturer we believe is well-positioned for the road ahead.

Heartland in the News
11/12/16
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Barron's Highlights Heartland Analysis of Dividend-Paying Stocks

Portfolio Manager Colin McWey, CFA, discusses the year-to-date disparity in performance between high-yielding stocks and the rest of the pack. Our view: investors have focused too much on absolute yield, creating opportunity for managers focused on fundamentals.

Heartland in the News
10/19/16
Heartland Advisors Value Investing Portfolio Management

Flying Under the Radar

Heartland Portfolio Managers share perspective on an Energy stock we believe has bottomed and may be at an inflection point. The company is a prime example, in our view, of the bear market in Energy bruising the bottom line of companies beyond producers, yet creating compelling opportunities for value investors.

Heartland in the News
10/17/16
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Mid Cap Value Fund Praised for Recent Peer Group Performance

Portfolio Manager Colin McWey, CFA, discusses the team’s approach, which has led it to strong recent performance against peers and the benchmark.

Heartland in the News
10/5/16
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Retail Stocks: A Mixed Bag

There are too many brands, too much competition, and not enough demand, says Portfolio Manager Colin McWey, CFA. Yet, a closer look yields a handful of names with attractive valuations and compelling catalysts.

Heartland in the News
9/17/16
Heartland Advisors Value Investing Portfolio Manager Will Nasgovitz

Rethinking 'Safe Havens'

The search for stability in pockets of the equity market usually perceived to be “safe” has driven valuations to extreme levels, with outlooks for these groups deteriorating, says CEO and Portfolio Manager Will Nasgovitz. He shares companies we believe are positioned to improve their businesses and increase dividend payments.

Heartland in the News
8/21/16
Heartland Advisors Value Investing Portfolio Manager Colin McWey

InvestmentNews Publishes Article by Portfolio Manager Colin McWey

The role capital cycle analysis plays in sector allocation.

Media Contact

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About Heartland

Heartland Advisors is a boutique, independent investment firm in Milwaukee, WI. Our value-focused, actively managed product suite includes distinct U.S. and international investing strategies, which are offered through five mutual funds and four separately managed accounts.

Learn more about Heartland

©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

As of 3/31/2017, Heartland Advisors on behalf of its clients held approximately 0.01% of the total shares outstanding of Wells Fargo & Co.

Portfolio holdings are subject to change without notice. Current and future portfolio holdings are subject to risk.

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.

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.

Unless noted with an asterisk (*), 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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