Insights

4Q22 Quarterly Commentary

Opportunistic Value

As investors are finally resetting their expectations, opportunities are emerging for selective value investors, particularly among small caps.

Strategy

Mid-Cap Value

The shifting mood of investors has created opportunities for both high-quality and deep value stocks.

Fund Strategy

Small-Cap Value

Valuations and quality traits finally seem to be rewarded by this market. Balance sheet strength should be just around the corner.

Fund Strategy

Small- and Micro-Cap Value

In an increasingly pessimistic market where valuations matter, our optimism about finding good values in small caps is only growing.

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
12/15/2022

Are Investors Poised to Repeat the Mistake of 2000?

By confusing value investing with buying growth stocks on the dip, Impatient Investors may be giving up too soon on the market's real bargains.

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.

Investment Approach

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Video
10/22 - 1:32

Insider Ownership

A glance at insider buying and how it opens investment opportunities for clients and shareholders.

Video
10/22 - 1:54

Dividend Yield

A look at how dividend payers play a role in our investment process.

 

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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 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.

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.

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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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