Retail and REITs: The Case for Not Buying in Bulk

Heartland Advisors Value Investing Portfolio Manager Colin McWeyWe are providing a link to the U.S. News & World Reports article, “Are Retail Stocks and Mall REITs a Value Play?” because it features Heartland Portfolio Manager Colin McWey, CFA.

Heartland Advisors does not control the website hosting this article, its content, or its privacy practices.

Overview

In areas where some see short-term opportunities, Portfolio Manager Colin McWey, CFA, explains how our long-term focus is steering us away from many traditional retail companies and REITs.

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As of 3/31/2017, Heartland Advisors on behalf of its clients held approximately 0.01% of the total shares outstanding of Staples. Macy's, JCPenny Co., Sears Holdings Corp., SPDR S&P Retail, Amazon.com, General Growth Properties were unowned.

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