Fund Commentary Archive

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3/31/22

Heartland Mid Cap Value Fund 1Q22 Portfolio Manager Commentary

The broad pullback in equities to start the year has created short-term pain but has helped rein in historically high valuations.

3/31/22

Heartland Value Plus Fund 1Q22 Portfolio Manager Commentary

Investors turned cautious as the Federal Reserve began to raise interest rates in an attempt to tamp down inflation.

3/31/22

Heartland Value Fund 1Q22 Portfolio Manager Commentary

After a shift in the markets began to take place last year, investors have continued to pay attention to attractively valued, profitable, well managed businesses.

12/31/21

Heartland Mid Cap Value Fund 4Q21 Portfolio Manager Commentary

The emergence of the Omicron COVID-19 variant provides a vivid example of how quickly today’s market darlings can become tomorrow’s dogs.

12/31/21

Heartland Value Plus Fund 4Q21 Portfolio Manager Commentary

Performance was solid for the major indices, but individual stock performance suggested investor optimism was beginning to fade.

12/31/21

Heartland Value Fund 4Q21 Portfolio Manager Commentary

Was 2021 the year investors started to say “enough!” to pricey growth stocks?

9/30/21

Heartland Mid Cap Value Fund 3Q21 Portfolio Manager Commentary

As companies grapple with emerging economic headwinds, the broad indices could see increased volatility in the coming quarters.

9/30/21

Heartland Value Plus Fund 3Q21 Portfolio Manager Commentary

Concerns that were percolating beneath the surface of the major indices for much of the period, boiled out into the open late in the quarter.

 

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©2022 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856

View detailed Fund performance as of the most recent quarter and month end

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.

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.

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.

Heartland’s investing glossary provides definitions for several terms used on this page.

The Heartland Funds are distributed by ALPS Distributors, Inc.

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