Insights

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

2Q20 Quarterly Commentary

Opportunistic Value

In the face of this ever-changing backdrop, we have sought to maintain a balanced approach.  

Fund Strategy

Mid-Cap Value

Aggressive action by the Fed and economic data that wasn’t as bad as expected, enticed investors back to equities. 

Fund Strategy

Small-Cap Value

The far-reaching economic impact caused by COVID-19 is likely to play out over several years.

Fund Strategy

Small- and Micro-Cap Value

Market chaos has created a game like atmosphere where trading stocks is done for entertainment.

Fund Strategy

Portfolio Perspective

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PM Perspective
4/20

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.

Video
12/19 - 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
6/9/20

The Vanna White Recovery

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

White Paper
2/20

The Case for Dividend Payers

A look at how dividend paying stocks have stacked up in various markets during the past 90+ years.

Water & Wells
1/28/20

Back to the Days of Pets.com?

A look at why unprofitable companies are partying like its 1999.

Water & Wells
11/13/19

Yielding to Reason

What Treasury yields may be telling us about where manufacturing is headed in the months ahead.

Investment Approach

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Video
9/20 - 2:03

The Importance of Financial Soundness

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

Video
5/20 - 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 prospectus (pdf). To obtain a print prospectus, call 800-432-7856. 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 Select Value, Mid Cap Fund, and Value Plus Funds invest in a smaller number of stocks (generally 40 to 60, 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. There can be no assurance that the Mid Cap Value Fund will grow to or maintain an economically viable size, in which case the Board of Directors may determine to liquidate the Fund.

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.

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