Heartland Senior Vice President and Portfolio Manager Bradford Evans, CFA, recently joined the TD Ameritrade Network to discuss small cap stocks and economic conditions.
We are providing this link to the TD Ameritrade Network because it features a replay of Evan’s interview.
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Past performance does not guarantee future results. Performance represents past performance; current returns may be lower or higher. Performance for institutional class shares prior to their initial offering is based on the performance of investor class shares. The investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. All returns reflect reinvested dividends and capital gains distributions, but do not reflect the deduction of taxes that an investor would pay on distributions or redemptions. Subject to certain exceptions, shares of a Fund redeemed or exchanged within 10 days of purchase are subject to a 2% redemption fee. Performance does not reflect this fee, which if deducted would reduce an individual's return. To obtain performance through the most recent month end, call 800-432-7856 or visit heartlandadvisors.com.
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The Value Plus Fund invests in small companies that are generally less liquid and more volatile than large companies. The Fund also invests in a smaller number of stocks (generally 40 to 70) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Fund’s returns. There is no assurance that dividened paying stocks will mitigate volatility.
Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.
There is no guarantee that a particular investment strategy will be successful.
As of 9/22/2022, the Value Plus Fund on behalf of its clients held approximately 1.11% of the total shares outstanding of Douglas Dynamics, Inc. (PLOW).
Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.
There is no assurance that dividend-paying stocks will mitigate volatility.
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The Heartland Funds are distributed by ALPS Distributors, Inc.
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