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Heartland in the News
6/13/18
Heartland Advisors Value Investing Portfolio Manager Colin McWey

No Longer Vertically Challenged

Portfolio Manager Colin McWey, CFA, shares how the recent approval of a “vertical merger” between two industry giants could impact players in Health Care.

Heartland in the News
6/4/18
Heartland Advisors Value Investing Team Members

Heartland’s Research Highlighted in Dividend Deep Dive

Heartland’s findings on the performance strength of dividend payers was featured in U.S. News & World Report.

Heartland in the News
5/22/18
Heartland Advisors Value Investing Portfolio Manager Colin McWey, CFA

Will a Surge in Oil Prices Fuel Opportunities in Energy?

A potential upswing in the Energy sector as oil prices continue to rise. Portfolio Manager Colin McWey, CFA, weighs in.

Heartland in the News
5/10/18
Heartland Advisors Value Investing Portfolio Managers Will Nasgovitz and Colin McWey

Opportunities Arriving by Sea and Sky?

Portfolio Managers Will Nasgovitz and Colin McWey, CFA share their stock picks for the long days of summer.

Heartland in the News
3/17/18
Heartland Advisors Value Investing Portfolio Manager Bill Nasgovitz

Barron’s Talks With Heartland About Value Investing Getting Its Due

Has the prolonged slow-growth, low-interest rate economy created a launching pad for value investors? Heartland Founder Bill Nasgovitz weighs in.

Press Release
3/1/18
Heartland Advisors Mid Cap Value Strategy Portfolio Management Team

Heartland Advisors Named “Top Guns Manager” on PSN Manager Database for Heartland Mid Cap Value Strategy

Informa Investment Solutions recognized the Strategy with a "Top Guns of the Decade" award and a "Top Guns" designation for 4Q17.

Heartland in the News
2/16/18
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Why Contrarians are Feeling the Energy

The sector has fallen more than the broader market, which means potential value opportunities for discerning investors. Portfolio Manager Colin McWey, CFA, weighs in.

Heartland in the News
2/12/18
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Signs to Follow During the Market Detour

Portfolio Manager Colin McWey, CFA, was interviewed about whether the worst is over given recent volatility.

Heartland in the News
1/25/18
Heartland Advisors Value Investing CEO and Portfolio Manager Will Nasgovitz

Heartland CEO: Record Market Highs Haven’t Dried the River of Value

Will Nasgovitz was interviewed about the current environment for value investors.

Heartland in the News
1/12/18
Heartland Advisors Value Investing Portfolio Manager Bradford A. Evans

5 Reasons 2018 May Be Value’s Day in the Sun

Portfolio Manager Bradford A. Evans, CFA, talks with Kiplinger about why conditions are ripe for value investors.

Heartland in the News
11/7/17
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Bloomberg Radio Interviews Heartland Mid Cap Manager

Colin McWey, CFA, discusses the need for intellectual honesty and a focus on balance sheets when navigating the deep value landscape.

Heartland in the News
11/3/17
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Sticking to Fundamentals in a Teflon Market

Portfolio Manager Colin McWey, CFA, reiterates our commitment to attractive valuations and financial soundness—cornerstones of a long-term philosophy.

Press Release
10/31/17
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Heartland Mid Cap Value Fund Reaches Three-Year Milestone

With market volatility near historic-low levels—and the Russell Midcap® Value Index climbing steadily higher—market dynamics seem to suggest little has changed during 2017. In this Q&A, Portfolio Manager Colin McWey, CFA, digs below the surface.

Heartland in the News
10/19/17
Heartland Advisors Value Investing Portfolio Manager Bill Nasgovitz

InvestmentNews Recognizes Value Fund for Decades of Strong Results

Fund highlighted for its exceptional performance during the 30 years following the ‘87 crash.

Heartland in the News
9/20/17
Heartland Advisors Value Investing Portfolio Manager Colin McWey

Taking the Inflation Bull by the Horns

When inflation heats up, will Industrials follow? Portfolio Manager Colin McWey, CFA, shares his perspective with MarketWatch.

Heartland in the News
8/10/17
Heartland Advisors Value Investing Bill Nasgovitz and Jeffrey Strong

Looking Under the Hood for Investment Opportunities

Portfolio Manager Bill Nasgovitz and Research Analyst Jeffrey Strong, CFA, discuss two under-the-radar, attractively valued companies playing a role in building the cars of the future.

Press Release
8/8/17
Heartland Value Plus Fund Portfolio Management Team

Heartland Funds Announces Value Plus Fund Added to Schwab Mutual Fund OneSource Select List® for Q3 2017

The Value Plus Fund is true to our roots of applying our 10 Principles of Value Investing™ in the evaluation and selection of attractively valued small-cap companies.

Media Contact

The Lowe Group
414-777-1880
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About Heartland

Heartland Advisors is a boutique, independent investment firm in Milwaukee, WI. Our value-focused, actively managed product suite includes distinct U.S. and international investing strategies, which are offered through five mutual funds and four separately managed accounts.

Learn more about Heartland

©2018 Heartland Advisors | 789 N. Water Street, Suite 500, 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 as determined by Heartland Advisors may reference data from sources such as FactSet Research Systems Inc.

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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