Insights

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

3Q20 Quarterly Commentary

Opportunistic Value

The speed of changes in the markets caused by COVID-19 has resulted in compressed time horizons for many investors.  
Strategy

Mid-Cap Value

Investors continue to embrace rosy forecasts for earnings over attractive valuations.

Fund Strategy

Small-Cap Value

Safety nets such as strong balance sheets or attractive valuations were an afterthought during the period.

Fund Strategy

Small- and Micro-Cap Value

Investor emotion and groupthink are resulting in a blind rush into a narrow slice of the market.

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
8/20/20

The Power of the “In” Crowd

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

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
10/29/20

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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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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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 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.

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