Heartland in the News

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8/10/17
Heartland Advisors Value Investing Bill Nasgovitz and Jeffrey Strong

Looking Under the Hood for Investment Opportunities

Portfolio Manager Bill Nasgovitz and Research Analyst Jeffrey Strong, CFA, discuss two under-the-radar, attractively valued companies playing a role in building the cars of the future.

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.

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.

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.

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.

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.

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.​

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.

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.

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.

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.

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.

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.

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.

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.

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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.

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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.

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