• Quarterly Commentary
  • Portfolio Perspective
  • Market Insight
  • Investment Approach

4Q20 Quarterly Commentary

Opportunistic Value

The whipsaw recovery in equities has led some investors to adopt a trade-first-analyze-later mentality.  

Mid-Cap Value

A turbo-charged rally served as a bookend to the severe selloff during the first quarter of the year. 

Fund Strategy

Small-Cap Value

The market’s current willingness to overlook idiosyncratic challenges is misguided, in our view.

Fund Strategy

Small- and Micro-Cap Value

2020: A bear market for common sense and a bull market in excesses.

Fund Strategy

Portfolio Perspective

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12/20 - 2:39

A Look at Our Mid Cap Value Strategy

The Portfolio Management Team provides an overview.

PM Perspective

How Micro-Caps Add Value to a Small-Cap Value Strategy

Micro-caps can be an overlooked source of opportunities in a small-cap strategy. Portfolio Manager Bill Nasgovitz explores the advantages and our approach to the group.

Market Insight

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Water & Wells

Pivot to Value?

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

Water & Wells

The Power of the “In” Crowd

A small tweak in equity allocations could yield big results for this asset class.

Water & Wells

The Vanna White Recovery

Why investors may want to look beyond the alphabet soup of recovery trajectories while looking for opportunities.

Water & Wells

The March of the Zombies

Heartland Advisors Portfolio Manager Will Nasgovitz shares value investing market insight about money-losing companies in the Russell 2000 Growth Index.

Investment Approach

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Water & Wells

The Power of And

Making a market sweet spot even sweeter.

9/20 - 2:03

The Importance of Financial Soundness

Why debt can be a four-letter word when it comes to small caps.


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