Declining COVID-19 cases along with a flood of government stimulus fueled a surge in corporate earnings.
Strategy
There was plenty for investors to cheer during the period, but the consumer-driven recovery may be challenged in the quarters ahead.
Fund Strategy
Bullishness toward an economy that was regaining its previous form has morphed into excessive optimism.
An unwelcomed return of silly season.
Fund Commentary Archive
Fund Performance
The Portfolio Management Team provides an overview.
More Portfolio Perspectives
As investors become more selective, the importance of fundamental analysis may be growing.
Why COVID-19 vaccines may be a game changer for Value vs. Growth.
Heartland Advisors Portfolio Manager Will Nasgovitz shares value investing market insight about money-losing companies in the Russell 2000 Growth Index.
More Market Insights
Meaning What We Say and Saying What We Mean
A look at the fundamental approach that guides every investment we make.
More Investment Approaches
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Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.
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