Source: FactSet Research Systems Inc., Standard & Poor’s, and Heartland Advisors, Inc., 12/31/1999 to 7/12/2019 All indices are unmanaged. It is not possible to invest directly in an index. Past performance does not guarantee future results.
McWey, CFA, is Vice President and Portfolio Manager of the Select Value and Mid Cap Value Funds and their corresponding separately managed account strategies. He has 17 years of industry experience, 10 at Heartland.
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Past performance does not guarantee future results.
Investing involves risk, including the potential loss of principal.
There is no guarantee that a particular investment strategy will be successful.
Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.
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Heartland’s investing glossary provides definitions for several terms used on this page.
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