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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6/30/2026

Heartland Mid Cap Value Strategy 2Q26 Portfolio Manager Commentary

Valuation disparities are as wide as we can recall. Are value investors taking full advantage of the opportunity?

6/30/26

Heartland Opportunistic Value Equity Strategy 2Q26 Portfolio Manager Commentary

How will rapidly changing perceptions of AI’s winners and losers impact your portfolio? Are you prepared for a range of possible outcomes?

6/30/2026

Heartland Small Cap Value Plus Strategy 2Q26 Portfolio Manager Commentary

Improving demand dynamics should boost small companies, especially those deploying smart self-help strategies.

6/30/2026

Heartland Small Cap Value Strategy 2Q26 Portfolio Manager Commentary

Are investors missing opportunities in overlooked companies?

6/30/2026

Heartland Value Strategy 2Q26 Portfolio Manager Commentary

How could geopolitical risks impact the long-term rotation into small value?

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