Strategy Commentary

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6/30/19
Heartland Opportunistic Value Equity Strategy Portfolio Manager Commentary

Heartland Opportunistic Value Equity Strategy 2Q19 Portfolio Manager Commentary

Softening economic data and ongoing trade disagreements highlight the need for a patient, disciplined investment approach.

6/30/19
Heartland Advisors Mid Cap Value Strategy Portfolio Manager Commentary

Heartland Mid Cap Value Strategy 2Q19 Portfolio Manager Commentary

Heightened trade tensions and mixed economic data led investors to focus on mitigating perceived risks.

6/30/19
Heartland Advisors Small Cap Value Plus Strategy Portfolio Manager Commentary

Heartland Small Cap Value Plus Strategy 2Q19 Portfolio Manager Commentary

A skittish tone to the markets drove volatility higher and provided opportunities for active managers to harvest gains and deploy capital into overlooked opportunities.

6/30/19
Heartland Advisors Small Cap Value Strategy Portfolio Manager Commentary

Heartland Small Cap Value Strategy 2Q19 Portfolio Manager Commentary

By chasing dubious growth projections from the latest and greatest story stock, investors are setting the stage for potential pain.

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3/31/19

Heartland Opportunistic Value Equity Strategy 1Q19 Portfolio Manager Commentary

Security selection was strong with the Strategy’s Energy and Information Technology names boosting results.

3/31/19

Heartland Mid Cap Value Strategy 1Q19 Portfolio Manager Commentary

Oversold conditions at the end of 2018 led to a burst of buying activity to start the year, and the equity markets rebounded sharply.

3/31/19

Heartland Small Cap Value Plus Strategy 1Q19 Portfolio Manager Commentary

We remain confident that underlying fundamentals remain solid and expect the economy to continue to grow at a measured pace.

3/31/19

Heartland Small Cap Value Strategy 1Q19 Portfolio Manager Commentary

The impact of emotion has created a bear market for logic in the markets.

12/31/18

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 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 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 Small Cap Value Strategy 4Q18 Portfolio Manager Commentary

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

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.

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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.

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