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Heartland in the News
6/15/20

Heartland’s Andy J. Fleming Recognized as an Industry Standout

Value Plus Fund Portfolio Manager Andy J. Fleming, CFA, was honored as a Rising Star by Fund Intelligence, a national organization focused on identifying investment professionals making a positive impact in the asset management industry.

Heartland in the News
3/26/20

Going with the Flow

Portfolio Manager Colin McWey, CFA, on how cash flow statements serve as a reality check for investors.

Press Release
3/16/20

Heartland Mid Cap Value Fund Acquires the ALPS/WMC Research Value Fund

Acquisition boosts Mid Cap Value Fund’s presence

Press Release
1/7/2020

Select Value Adds Co-PM

Troy McGlone, CFA, has been named Co-Portfolio Manager of the Select Value Fund.

Heartland in the News
12/16/19

Heartland’s CEO on Managing Like an Investor

Will Nasgovitz discusses how he brings an investment mentality to managing a business.

Heartland in the News
11/4/19

Opportunity in the Undertow

With volatility lurking under the market’s surface, Portfolio Manager Bradford A. Evans, CFA, discusses where he is finding compelling opportunities.

Heartland in the News
10/7/19

Finding Opportunity in Volatility

Heartland CEO makes the case for an active, value-focused investment approach in response to elevated volatility.

Heartland in the News
10/3/19

Dyed-In-The-Wool Contrarians

Value Plus Fund Portfolio Manager Bradford A. Evans, CFA, on sticking to a balanced, disciplined approach.

Press Release
9/4/19

Opportunistic Earns Repeat “Top Guns” Recognition

For Third Straight Quarter, Heartland Advisors Awarded “Top Gun” for Heartland Opportunistic Value Equity Strategy

Media Contact

Vinita Paul
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About Heartland

Heartland Advisors is a boutique, independent investment firm in Milwaukee, WI. Our value-focused, actively managed product suite is offered through 4 mutual funds and 4 separately managed accounts.

Learn more about Heartland

©2020 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856

Portfolio holdings are subject to change without notice. Current and future portfolio holdings are subject to risk.

Past performance does not guarantee future results.

An investor should consider the Funds’ investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information may be found in the prospectus (pdf). To obtain a print prospectus, call 800-432-7856. Please read the prospectus carefully before investing.

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.

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.

Unless noted with an asterisk (*), the above individuals are registered representatives of ALPS Distributors, Inc.

CFA® is a registered trademark owned by the CFA Institute.

The Heartland Funds are distributed by ALPS Distributors, Inc.

Separately managed accounts and related investment advisory services are provided by Heartland Advisors, Inc., a federally registered investment advisor. ALPS Distributors, Inc., is not affiliated with Heartland Advisors, Inc.

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