Insights

2Q22 Quarterly Commentary

Opportunistic Value

Rates, inflation, and volatility aren’t the only things on the rise in this bear market — so are opportunities in high-quality stocks for long-term minded value investors.Strategy

Mid-Cap Value

A defensive tilt has helped to protect investors against an inflationary hangover; if shares continue to slide, an “early cycle” pivot could begin to target the most attractive cyclical names whose long-term potential, in our opinion, isn’t being reflected in current valuations. 

Fund Strategy

Small-Cap Value

In the next phase of the downturn, investors are likely to focus on balance sheet strength again, which we believe bodes well for attractively priced quality businesses.

Fund Strategy

Small- and Micro-Cap Value

While frustrating, we believe the across-the-board selling so far in this bear market presents an opportunity for discerning small-cap bargain hunters to ‘buy from pessimists.’

Fund Strategy

Portfolio Perspective

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Water & Wells
6/16/22

Re-discovering the Market’s Sweet Spot

After riding the S&P 500 bandwagon for years, investors are less exposed to mid-cap value stocks than they’ve historically been and seem to be missing out on the market’s sweet spot.

Market Insight

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Water & Wells
9/20/2022

Yes, Value Outperformed Growth. But By How Much?

To enjoy value investing’s advantages over growth requires significant discipline. But even we were surprised by the results over the long run.

Water & Wells
7/28/2022

What the Mood of Consumers Says About Small Value Stocks

Consumers haven’t been this pessimistic in more than 40 years, but history says this might actually be a tailwind for small value stocks.

Water & Wells
5/24/22

How Inflation Fuels Bargain Hunting

What history says about how stocks will react to rising consumer prices — and what that means for value investors.

Investment Approach

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Video
9/22 - 2:03

Importance of Financial Soundness

Why a detailed analysis of balance sheet strength can be key to identifying attractive opportunities.

Video
5/22 - 2:07

Quality at Heartland

Meaning What We Say and Saying What We Mean

 

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Past performance does not guarantee future results.

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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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