Past performance does not guarantee future results.
As of 3/31/2016, Brady Corp., CTS Corp., and Potlatch Corp. represented 2.38%, 0.13%, and 1.78% of the Heartland Value Plus Fund's net assets, respectively.
Portfolio holdings are subject to change without notice. Current and future portfolio holdings are subject to risk.
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. The specific securities discussed above, which are intended to illustrate the advisor’s investment style, do not represent all of the securities purchased, sold, or recommended by the advisor for client accounts, and the reader should not assume that an investment in these securities was or would be profitable in the future. Certain security valuations and forward estimates are based on Heartland Advisors’ calculations. Any forecasts may not prove to be true.
The Value Plus Fund invests in small companies that are generally less liquid and more volatile than large companies. The Fund also invests in a smaller number of stocks (generally 40 to 70) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Fund’s returns.
Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.
There is no guarantee that a particular investment strategy will be successful.
The above individual is a registered representative of ALPS Distributors, Inc.
The Heartland Funds are distributed by ALPS Distributors, Inc.
CFA is a trademark owned by CFA Institute.