Strategy Commentary

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12/31/18
Heartland Advisors Mid Cap Value Strategy Portfolio Manager Commentary

Heartland Mid Cap Value Strategy 4Q18 Portfolio Manager Commentary

A focus on potential economic pitfalls resulted in a jump in volatility, a move toward more defensive areas of the market, and a heightened focus on valuations.

12/31/18
Heartland Opportunistic Value Equity Strategy Portfolio Manager Commentary

Heartland Opportunistic Value Equity Strategy 4Q18 Portfolio Manager Commentary

Security selection was strong and the Strategy beat its benchmark, the Russell 3000® Value Index, for both the quarter and full year.

12/31/18
Heartland Advisors Small Cap Value Plus Strategy Portfolio Manager Commentary

Heartland Small Cap Value Plus Strategy 4Q18 Portfolio Manager Commentary

We remain confident that while the pace of earnings growth may slow in 2019, underlying economic fundamentals remain relatively solid.

12/31/18
Heartland Advisors Small Cap Value Strategy Portfolio Manager Commentary

Heartland Small Cap Value Strategy 4Q18 Portfolio Manager Commentary

Economic uncertainty could cause investors to seek more reasonably valued businesses over high-flying glamor names.

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9/30/18

Heartland Opportunistic Value Equity Strategy 3Q18 Portfolio Manager Commentary

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

9/30/18

Heartland Mid Cap Value Strategy 3Q18 Portfolio Manager Commentary

Strong employment figures, robust manufacturing readings, and bullish consumer sentiment reignited a fear of missing out on the part of investors.

9/30/18

Heartland Small Cap Value Plus Strategy 3Q18 Portfolio Manager Commentary

Investors sought clarity as they faced conflicting macro headlines for much of the period.

9/30/18

Heartland Small Cap Value Strategy 3Q18 Portfolio Manager Commentary

An uncertain future has led some investors to take a risky path in pursuit of growth and momentum.

6/30/18

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 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 Small Cap Value Plus Strategy 2Q18 Portfolio Manager Commentary

The vitality of the business climate appears underappreciated.

6/30/18

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.

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.

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Past performance does not guarantee future results.

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.

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