A more-nuanced rally sets the stage for a balanced approach.
Strategy
Numerous factors support ignoring the headlines and focusing on valuations and catalysts that can unlock value.
Fund Strategy
Small caps have already experienced a series of downturns, creating greater opportunities in this space.
This looks like a classic value investor's market, requiring a focus on prices paid and patience.
Fund Commentary Archive
Fund Performance
More Portfolio Perspectives
Beating the market is hard, but with all due respect to Warren Buffett, advisors seem to have proven their ability to identify active managers who can outperform.
More Market Insights
Heartland’s unique, time-tested fundamental approach, which helps guide every investment we make.
A look at how dividend payers play a role in our investment process.
More Investment Approaches
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In addition to stocks of large companies, the Funds invest in small- and mid-sized companies that are generally less liquid and more volatile than large companies. The Mid Cap Value and Value Plus Funds invest in a smaller number of stocks (generally 40 to 60 and 40 to 70, respectively) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Funds’ returns.
Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.
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