About Heartland

Heartland Advisors Investment Team Value Investing MeetingWe are a boutique, employee-owned investment Firm with a disciplined focus on contrarian value investing. Heartland is the investment advisor for six distinct U.S. and international strategies, offered through five mutual funds and five separately managed account strategies.

Fundamental research has been the cornerstone of Heartland's active portfolio management since our founding in 1983.

We managed about $4.5 billion as of March 31, 2015.

Value Mutual Funds

Heartland’s mutual funds offerings include:

Investment Process Characterized by Consistency and Discipline

As America’s Value Investor®, we believe contrarian value investing is the most intelligent way to achieve superior long-term investment results.

We define value and assess all portfolio decisions through our proprietary, consistent, and time-tested 10 Principles of Value Investing™. We do not chase trends; we are an active equity manager with a long-term investment horizon.

Our Investment Team applies a bottom-up approach that marries traditional fundamental analysis and meetings with more than 1,000 company management teams each year.

We aim to capture upside potential while limiting downside risk.

Experienced Investment Team and Industry Professionals

Our Investment Team collectively has over 275 years of industry experience, with nearly 165 of those years obtained at Heartland, as of March 31, 2015.

But, our mission – to achieve superior investment results and provide outstanding client service – requires a broader team:

We believe our team’s interests are aligned with shareholders because Heartland team members collectively owned over $41 million in the Heartland Funds as of March 31, 2015.

Account Access

Contact the Client Relations Team by email or at 800-432-7856.

Take Me To:


©2015 Heartland Funds
789 N. Water Street, Suite 500, Milwaukee, WI 53202
Business Office: 414-347-7777
Shareholders: 800-432-7856
The Heartland Funds are distributed by ALPS Distributors, Inc.


An investor should consider the Funds’ investment objectives, risks, and charges and expenses carefully before investing. This and other important information may be found in the prospectus (pdf). To obtain a print prospectus, call 800-432-7856.

Until 10/1/2013, the International Value Fund was a series of the Trust for Professional Managers.

Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.

Separately managed accounts and related investment advisory services are provided by Heartland Advisors, a federally registered investment adviser.

ALPS Distributors, Inc., is not affiliated with Heartland Advisors.


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