No Longer Vertically Challenged

Heartland Advisors value investing portfolio manager Colin McWeyWe are providing a link to a MarketWatch article, “Opinion: How the AT&T-Time Warner merger may boost shares of CVS and Express Scripts,” because it features Heartland Select Value Fund and Mid Cap Value Fund Portfolio Manager Colin McWey, CFA.

Neither Heartland Funds, nor ALPS Distributors, Inc., control the website hosting this article, its content, or its privacy practices.

Overview

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

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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.

As of 6/13/2018, CVS Health Corp. and Express Scripts Holding Co. represented 2.62% and 2.94% of the Select Value Fund's net assets and 0.00% and 2.74% of the Mid Cap Value Fund's net assets, respectively. AT&T Inc., Time Warner Inc, Aetna Inc, Cigna Corporation, and United Healthcare Corporation were unowned.

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

The Heartland Funds are distributed by ALPS Distributors, Inc.

The above individual is a registered representative of ALPS Distributors, Inc.

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

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