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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

Tax Info

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Insights

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Heartland in the News
2/12/18
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Signs to Follow During the Market Detour

Portfolio Manager Colin McWey, CFA, was interviewed about whether the worst is over given recent volatility.

Water & Wells
2/6/18
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Normal is Dead, Long Live Normal!

The return of volatility could provide opportunities for active investors going forward.

Video
2/18 - 1:59
Heartland Advisors Value Investing Portfolio Manager Robert C. Sharpe

Are Boardrooms Boosting the Case for Japan?

How independent voices could boost valuations and returns for investors in Japan.

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Heartland in the News
1/25/18
Heartland Advisors Value Investing CEO and Portfolio Manager Will Nasgovitz

Heartland CEO: Record Market Highs Haven’t Dried the River of Value

Will Nasgovitz was interviewed about the current environment for value investors.

Water & Wells
1/23/18
Heartland Advisors Value Investing Portfolio Manager Will Nasgovitz

Value—it’s the Real Thing

Why the value versus growth debate is about more than the investment flavor of the day.

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. or the Global Industry Classification Codes (GICS) developed by Standard & Poor’s and Morgan Stanley Capital International.

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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