Taking the Inflation Bull by the Horns

Heartland Advisors value investing portfolio manager Colin McWeyWe are providing a link to the MarketWatch article, “Opinion: Your five-point investing guide for this aging bull market,” because it features Heartland Mid Cap Value Fund Portfolio Manager Colin McWey, CFA.

Neither Heartland Funds, nor ALPS Distributors, Inc., control the website hosting this article, its content, or its privacy practices.

Overview

When inflation heats up, will Industrials follow? Portfolio Manager Colin McWey, CFA, shares his perspective with MarketWatch.

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As of 9/20/2017, Reliance Steel and MSC Industrial Direct represented 2.08% and 1.76% of the Mid Cap Value Fund’s net assets, respectively. PowerShares DB US Dollar Bearish ETF, PowerShares DB Community Index Tracking Fund, iShares S&P GSCI Commodity-Indexed Trust, SPDR Gold Shares, United States Oil Fund LP, iShares Gold Trust, Barrick Gold, Schlumberger, RSP Permian, Matador Resources, KAR Emerging Markets Small Cap, Autohome, Yandex, Google (Alphabet, Inc), Uber, KMG Chemicals, Herc Global, AZZ, Causeway Capital Management, Citigroup, and Bank of America were unowned.

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

The Heartland Funds are distributed by ALPS Distributors, Inc.

The above individual is a registered representative of ALPS Distributors, Inc.

CFA® is a registered trademark owned by the CFA Institute.

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