Strategy Commentary

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12/31/17
Heartland Opportunistic Value Equity Strategy Portfolio Manager Commentary

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 Advisors Mid Cap Value Strategy Portfolio Manager Commentary

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 Advisors Small Cap Value Plus Strategy Portfolio Manager Commentary

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 Advisors Small Cap Value Strategy Portfolio Manager Commentary

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.

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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.

6/30/17

Heartland Opportunistic Value Equity Strategy 2Q17 Portfolio Manager Commentary

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

6/30/17

Heartland Mid Cap Value Strategy 2Q17 Portfolio Manager Commentary

An uncertain outlook led to investors embracing the familiar themes of momentum, growth and perceived safety.

6/30/17

Heartland Small Cap Value Plus Strategy 2Q17 Portfolio Manager Commentary

Investors sought to maintain the momentum of the equity markets by focusing on bond proxies, perceived safe havens, and companies with potential top-line growth.

6/30/17

Heartland Small Cap Value Strategy 2Q17 Portfolio Manager Commentary

Investors spent the quarter bidding up growth stocks and yesterday’s winners.

3/31/17

Heartland Opportunistic Value Equity Strategy 1Q17 Portfolio Manager Commentary

Security selection was positive in several sectors, but the portfolio lagged its benchmark.

3/31/17

Heartland Mid Cap Value Strategy 1Q17 Portfolio Manager Commentary

After pushing the major indexes into record territory early in the quarter, investors pivoted to a wait-and-see stance.

3/31/17

Heartland Small Cap Value Plus Strategy 1Q17 Portfolio Manager Commentary

Optimism that drove the market toward the end of 2016 continued, but enthusiasm tempered as the quarter wore on.

3/31/17

Heartland Small Cap Value Strategy 1Q17 Portfolio Manager Commentary

Equities charged higher at the beginning of the quarter, but stalled as investors chased growth and perceived safety in larger names and index funds.

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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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