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Performance

Month-end returns, quarter-end returns & daily prices

News

Press releases & media mentions

Investment Team

Our PMs, Analysts & Traders

Account Resources

Information for individual investors

Resources

Library of documents & materials

Insights

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Heartland in the News
8/27/18
Heartland Advisors Value Investing Portfolio Managers Will Nasgovitz and Colin McWey

Heartland Profiled as CityWire’s Boutique of the Week

An inside look at the Firm in an interview featuring CEO and Portfolio Manager Will Nasgovitz and Portfolio Manager Colin McWey, CFA.

Heartland in the News
8/24/18
Heartland Advisors Value Investing Research Analyst Michael P. Ebeling

Two Retail Stocks Making the Grade

Research Analyst Michael P. Ebeling, CFA, shares his long-term stock picks for this back-to-school season and beyond.

Press Release
8/20/18
Heartland Advisors Small Cap Value Plus Strategy Portfolio Management Team

Heartland Named 'Top Guns Manager'

The Small Cap Value Plus Strategy received accolade from Informa Investment Solutions' PSN manager database.

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Heartland in the News
8/16/18
Heartland Advisors Value Investing Portfolio Manager Bradford A. Evans

Sticking to Fundamentals in a Market Priced for Perfection

Portfolio Manager Bradford A. Evans, CFA, discusses today’s lofty valuations and how he continues to find compelling opportunities.

Water & Wells
8/14/18
Heartland Advisors value investing Portfolio Manager Will Nasgovitz

Tripped up by a Low Hurdle

How low interest rates have led to a surge of money losing companies, and what that may mean as interest rates move higher.

Investment Strategies

Multi-Cap Value

Dynamically pursues the best opportunities regardless of market capitalization

Fund Strategy

Mid-Cap Value

Invests in mid-cap, dividend-paying companies

Fund Strategy

Small-Cap Value

Invests in undervalued small companies and seeks to reduce volatility through strong balance sheets and dividends

Fund Strategy

Small- and Micro-Cap Value

Pursues long-term capital appreciation by investing in micro- and small-cap companies

Fund Strategy

International Value

Seeks long-term capital appreciation by investing in small- and mid-cap international companies, with an emphasis on dividends

Fund

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©2018 Heartland Advisors | 789 N. Water Street, Suite 500, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856

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

Past performance does not guarantee future results.

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.

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

Important notice to investors residing outside the United States: The Heartland Funds are offered for sale only in the U.S. and certain U.S. territories. Although you may obtain prospectuses and other information about the Heartland Funds at this website, we will mail prospectuses and other information only to addresses in the U.S. and will accept only new account applications that contain an address in the U.S. and certain U.S. territories.

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.

Economic predictions are based on estimates and are subject to change.

Sector and industry classifications as determined by Heartland Advisors may reference data from sources such as FactSet Research Systems Inc.

There is no guarantee that a particular investment strategy will be successful.

Heartland’s investing glossary provides definitions for several terms used on this page.

The above individuals are registered representatives of ALPS Distributors, Inc.

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

The Heartland Funds are distributed by ALPS Distributors, Inc.

Separately managed accounts and related investment advisory services are provided by Heartland Advisors, Inc., a federally registered investment advisor. ALPS Distributors, Inc., is not affiliated with Heartland Advisors, Inc.

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