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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6/30/25

Heartland Opportunistic Value Equity Strategy 2Q25 Portfolio Manager Commentary

Thanks to the rising tide of risk-taking, the margin of safety for buying stocks seems to have diminished — requiring greater patience.

6/30/25

Heartland Mid Cap Value Strategy 2Q25 Portfolio Manager Commentary

When the outlook remains unclear, companies improving their operations and margins irrespective of the economy stand out.

6/30/25

Heartland Small Cap Value Plus Strategy 2Q25 Portfolio Manager Commentary

Reasons for optimism are growing, especially among small companies protecting their margins and boosting their dividends and buyback activity.

6/30/25

Heartland Small Cap Value Strategy 2Q25 Portfolio Manager Commentary

The case for small caps is compelling — seems to be getting noticeably stronger.

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