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Performance

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Insights

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Press Release
6/13/19
Heartland Advisors Mid Cap Value and Opportunistic Value Strategies Portfolio Management Team

Mid Cap, Opportunistic, earn repeat recognition as “Top Guns”

Two Heartland Strategies continue to earn accolades relative to peers.

PM Perspective
5/19
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Why Catalysts and Context Matter

The difference between an unloved laggard and an attractive investment opportunity often begins with perception. Here is a look at internal catalysts and their importance in changing investors’ views and company results.

PM Perspective
5/19
Heartland Advisors value investing portfolio manager Colin McWey

Cash Flow: An Equalizing Force in Analysis

Cash flow helps us evaluate opportunities on an apples to apples basis regardless of industry or debt.

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Press Release
3/12/19
Heartland Mid Cap Value Fund Portfolio Manager Colin McWey

PM Colin McWey a Finalist for 2019 ‘Rising Stars’ Awards

The 2019 Mutual Fund Industry Awards are sponsored by Fund Intelligence.

Video
5/19 - 1:40
Heartland Advisors Value Investing Vice President Michael Kops

Our 10 Principles of Value Investing

A look at the fundamental approach that guides every investment we make.

Investment Strategies

Opportunistic Value

Dynamically pursues the best opportunities across the full equity universe

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

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©2019 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 are sourced from GICS®.The Global Industry Classification Standard (GICS®) is the exclusive intellectual property of MSCI Inc. (MSCI) and S&P Global Market Intelligence (“S&P”).  Neither MSCI, S&P, their affiliates, nor any of their third party providers (“GICS Parties”) makes any representations or warranties, express or implied, with respect to GICS or the results to be obtained by the use thereof, and expressly disclaim all warranties, including warranties of accuracy, completeness, merchantability and fitness for a particular purpose.  The GICS Parties shall not have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of such damages.

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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