Heartland Advisors

Strategy Commentaries Coming Soon

Strategy commentaries will be posted to the website by the end of the month. Last quarter's Strategy commentaries can be viewed by accessing the pages below.

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12/31/23

Heartland Opportunistic Value Equity Strategy 4Q23 Portfolio Manager Commentary

Even as market breadth is finally broadening out, we believe it's important for investors to focus on their margin of safety.

12/31/23

Heartland Mid Cap Value Strategy 4Q23 Portfolio Manager Commentary

With conventional wisdom convinced of a Goldilocks scenario, investors would be wise to get back to investing basics.

12/31/23

Heartland Small Cap Value Plus Strategy 4Q23 Portfolio Manager Commentary

While it’s impossible to ignore today’s speculative environment, it’s imperative to stay true to one’s principles and process.

12/31/23

Heartland Small Cap Value Strategy 4Q23 Portfolio Manager Commentary

Even after small value stepped out of the shadows of giant tech stocks in the quarter, they seem historically cheap relative to large caps.

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