Insights

3Q21 Quarterly Commentary

Opportunistic Value

The major indices were down modestly in the face of emerging economic headwinds.

Strategy

Mid-Cap Value

As companies grapple with emerging economic headwinds, the broad indices could see increased volatility in the coming quarters. 

Fund Strategy

Small-Cap Value

Concerns that were percolating beneath the surface of the major indices for much of the period, boiled out into the open late in the quarter.

Fund Strategy

Small- and Micro-Cap Value

Time to pause and reflect.

Fund Strategy

Portfolio Perspective

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Video
12/20 - 2:39

A Look at Our Mid Cap Value Strategy

The Portfolio Management Team provides an overview.

Market Insight

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Water & Wells
8/2/21

Thrift Shopping

After a torrid rebound for Consumer Discretionary, is it time for caution?

Water & Wells
5/5/21

Investors Look Beyond a High Tide

As investors become more selective, the importance of fundamental analysis may be growing.

Water & Wells
11/19/20

Pivot to Value?

Why COVID-19 vaccines may be a game changer for Value vs. Growth.

Investment Approach

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Video
5/21 - 2:07

Quality at Heartland

Meaning What We Say and Saying What We Mean

Video
5/21 - 1:40

Our 10 Principles of Value Investing

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

 

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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 Funds' prospectus. To obtain a prospectus, please call 800-432-7856 or visit heartlandadvisors.com. Please read the prospectus carefully before investing.

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 30 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.

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.

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.

Economic predictions are based on estimates and are subject to change.

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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