Market Insights

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Water & Wells
11/12/2018
Heartland Advisors Value Investing Portfolio Manager Bradford A. Evans

Challenges of a Post-Peak World

A look at how inflecting profit margins may ratchet up risk for borrowers.

Water & Wells
10/19/18
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Yield: Pumping the Brakes on Growth Stocks

Why yields on the 10-year Treasury may be welcome news to value investors.

Water & Wells
8/14/18
Heartland Advisors value investing Portfolio Manager Will Nasgovitz

Tripped up by a Low Hurdle

How low interest rates have led to a surge of money losing companies, and what that may mean as interest rates move higher.

Water & Wells
7/19/2018
Heartland Advisors Value Investing Portfolio Manager Bradford A. Evans

Climbing a Wall of Perfection

Why piling into companies with margins at historic peaks could set the stage for disappointment.

Video
5/18 - 2:40
Heartland Advisors Value Investing Portfolio Manager Will Nasgovitz

Banking Forecast: Holding, with a Chance of Headwinds

After a multi-year run, banks may be facing a rougher road ahead.

Water & Wells
5/7/18
Heartland Advisors Value Investing Portfolio Manager Bradford A. Evans

Addition Through Subtraction: Do Fewer Analysts Create Opportunity?

The shrinking number of sell-side analysts could be a boon for active small-cap investors.

White Paper
2/18
Value Investing Market Insight White Paper Dividends

Dividends: A Review of Historical Returns

We examine historical evidence to consider how the risk/return profiles of dividend paying stocks compare with those of non-dividend paying stocks over various holding periods, during down markets, and during recoveries. We share the findings and summarize some of the strengths and potential pitfalls associated with various dividend-focused investment strategies.​

Water & Wells
2/6/18
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Normal is Dead, Long Live Normal!

The return of volatility could provide opportunities for active investors going forward.

Water & Wells
1/23/18
Heartland Advisors Value Investing Portfolio Manager Will Nasgovitz

Value—it’s the Real Thing

Why the value versus growth debate is about more than the investment flavor of the day.

Video
12/17 - 3:05
Heartland Advisors Value Investing Portfolio Manager Will Nasgovitz

Follow at Your Own Risk

How ETF investors may be leaving money on the table in unloved sectors.

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