News

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Heartland in the News
1/20/2023

Morningstar Columnist Names Heartland Value Plus Fund an 'All-Weather Champion'

Heartland’s Value Plus Fund was identified as having strong overall total returns during the three bear markets from 2000-2022.

Heartland in the News
1/18/23

Value Investing in 2023 and Beyond

CEO Will Nasgovitz and Chairman Bill Nasgovitz assess current market conditions to help answer questions on value investor’s minds.

Heartland in the News
1/17/23

Is It Too Late to Embrace Value?

Heartland’s Vice President and Partner Michael Kops explains why it’s not too late to invest in value based on the lessons learned from the dot-com bubble of 2000.

Heartland in the News
12/1/22

Current Market Conditions Shaping up for Value-Oriented Investors

Mid Cap Value Fund Portfolio Manager Colin McWey, CFA, explains that the current market conditions are shaping up well for value-oriented investors, focusing on fundamentals and long-term profit potential.

Heartland in the News
09/22/22

Small Cap Stock Picking

Senior Vice President and Portfolio Manager Bradford Evans, CFA, joined the TD Ameritrade Network to discuss small cap stocks and economic conditions.

Heartland in the News
8/1/22

The Return of Rational Thinking to the Markets?

Heartland's CEO and Portfolio Manager Will Nasgovitz shares his outlook on the market amid the recent volatile stretch of the S&P 500.

Heartland in the News
7/26/22

Small Cap Strategies

Senior Vice President and Portfolio Manager Bradford Evans weighs in on the advantages of active portfolio management and a focus on value over growth in this volatile market environment.

Heartland in the News
7/6/22

Picking High-Quality Stocks

Value Plus Fund Portfolio Manager Andy Fleming shares the 3 pillars of his stock-picking strategy.

Press Release
6/7/22

Newcomer Trustee Nomination

Heartland’s Dianna Gonzales-Burdin has been named a finalist for the Fund Intelligence Newcomer Trustee of the Year Award.

Heartland in the News
6/1/22

Small Cap Pressures

CEO Will Nasgovitz discusses volatility — and opportunities — in small caps amid a recent market dip with The Wall Street Journal.

Heartland in the News
5/19/22

ValueWalk Profiles Heartland CEO

CEO Will Nasgovitz shares his career in portfolio management and Heartland’s investing philosophy with ValueWalk.

Heartland in the News
5/11/22

Heartland Adds Two New Independent Directors

Fund Intelligence covers the news of the election of Dianna Gonzales-Burdin and Dina Tantra to the Heartland board as independent directors.

Heartland in the News
5/10/22

Where to Find Good Values

CEO Will Nasgovitz explains how in this market downturn, small stocks are trading at historic discounts relative to large-caps.

Heartland in the News
4/13/22

Balance Sheets: The End All Be All?

Portfolio Manager Bradford A. Evans, CFA, tells Bloomberg Radio how he navigates his investment strategy during these uncertain times.

Heartland in the News
3/09/22

Don’t Get Lost in the Headlines

CEO Will Nasgovitz explains why investors remaining focused on fundamentals can be rewarding in times of uncertainty.

Media Contact

Emily Stoermer
BackBay Communications
617-391-0790 x105
Email

About Heartland

Heartland Advisors is a boutique, independent investment firm in Milwaukee, WI. Our value-focused, actively managed product suite is offered through 3 mutual funds and 4 separately managed accounts.

Learn more about Heartland

©2023 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. 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 Funds' prospectus. To obtain a prospectus, please call 800-432-7856 or visit heartlandadvisors.com. 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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