As more businesses are being priced for a slowdown, opportunities are emerging to add exposure to those areas.
Strategy
Recent market weakness is selectively presenting opportunities for patient investors.
Fund Strategy
A weakening economy shines a spotlight on companies improving their own financial and competitive standing.
When the macroeconomic picture begins to blur, it often makes sense to focus on the micro.
Fund Commentary Archive
Fund Performance
More Portfolio Perspectives
Heartland's CEO and Portfolio Manager, Will Nasgovitz, shares his perspective on the crucial role Small Caps play in constructing a diversified portfolio.
The Heartland Team celebrates the Mid Cap Value Fund's 10 Year Anniversary by recapping what the last decade looked like.
More Market Insights
Context Matters when Determining What a Company is Really Worth.
Creating Shareholder Value Goes Beyond Simply Beating the Competition.
More Investment Approaches
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In addition to stocks of large companies, the Funds invest in small- and mid-sized companies that are generally less liquid and more volatile than large companies. The Mid Cap Value and Value Plus Funds invest in a smaller number of stocks (generally 40 to 60 and 40 to 70, respectively) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Funds’ returns.
Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.
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