Strategy Commentary

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6/30/18
Heartland Opportunistic Value Equity Strategy Portfolio Manager Commentary

Heartland Opportunistic Value Equity Strategy 2Q18 Portfolio Manager Commentary

Employment and corporate earnings remained robust, but building headwinds stoked debate about whether the economy was entering a new phase.

6/30/18
Heartland Advisors Mid Cap Value Strategy Portfolio Manager Commentary

Heartland Mid Cap Value Strategy 2Q18 Portfolio Manager Commentary

Higher interest rates, a stronger dollar, and talk of trade wars injected uncertainty into an economy that otherwise showed signs of continued strength.

6/30/18
Heartland Advisors Small Cap Value Plus Strategy Portfolio Manager Commentary

Heartland Small Cap Value Plus Strategy 2Q18 Portfolio Manager Commentary

The vitality of the business climate appears underappreciated.

6/30/18
Heartland Advisors Small Cap Value Strategy Portfolio Manager Commentary

Heartland Small Cap Value Strategy 2Q18 Portfolio Manager Commentary

Investors responded to a murky economic outlook by gravitating toward growth-oriented names, defensive areas, and larger businesses.

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3/31/18

Heartland Opportunistic Value Equity Strategy 1Q18 Portfolio Manager Commentary

Investors rang in the New Year celebrating the passage of tax cuts but then quickly turned their attention to potential market headwinds.

3/31/18

Heartland Mid Cap Value Strategy 1Q18 Portfolio Manager Commentary

New trade tariffs, a sixth rate-hike from the Federal Reserve, and budding inflation left investors searching for opportunities that have the potential to thrive in a less accommodative world.

3/31/18

Heartland Small Cap Value Plus Strategy 1Q18 Portfolio Manager Commentary

Economic data continues to reflect a buoyant economy.

3/31/18

Heartland Small Cap Value Strategy 1Q18 Portfolio Manager Commentary

Investors responded to a murky economic outlook by gravitating toward growth-oriented names, defensive areas, and larger businesses.

12/31/17

Heartland Opportunistic Value Equity Strategy 4Q17 Portfolio Manager Commentary

Strong employment and economic data, and new tax legislation led the major indices to new highs during the period.

12/31/17

Heartland Mid Cap Value Strategy 4Q17 Portfolio Manager Commentary

An improving energy market, progress on pro-growth tax legislation, and forecasts for a jump in business investment convinced many that the recent surge for equities had staying power.

12/31/17

Heartland Small Cap Value Plus Strategy 4Q17 Portfolio Manager Commentary

The investing-by-consensus approach that has dominated the past several years began to fray.

12/31/17

Heartland Small Cap Value Strategy 4Q17 Portfolio Manager Commentary

Investors responded to a murky economic outlook by gravitating toward growth-oriented names, defensive areas, and larger businesses.

9/30/17

Heartland Opportunistic Value Equity Strategy 3Q17 Portfolio Manager Commentary

Faced with a murky economic outlook, investors gravitated toward growth-oriented names, defensive areas, and larger businesses.

9/30/17

Heartland Mid Cap Value Strategy 3Q17 Portfolio Manager Commentary

Investors focused on headlines instead of valuations and stuck with the familiar—and momentum, growth, and perceived safe havens continued to propel the major indices to new heights.

9/30/17

Heartland Small Cap Value Plus Strategy 3Q17 Portfolio Manager Commentary

Positive economic data and improving Energy sector fundamentals were overshadowed by geopolitical tensions and the headlines of the day.

9/30/17

Heartland Small Cap Value Strategy 3Q17 Portfolio Manager Commentary

Investors reacted to new challenges by sticking with their love affair of momentum and big cap growth stocks.

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Past performance does not guarantee future results.

Sector and industry classifications as determined by Heartland Advisors may reference data from sources such as FactSet Research Systems Inc.

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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