The Two W’s of Value Investing

Heartland Advisors Value Investing CEO Will NasgovitzWe are providing a PDF to the CNBC  article, “Value fund uses dividend payers and 'self-help' stocks to beat its benchmark,” because it features Mid Cap Value Fund Portfolio Manager Colin McWey, CFA.

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As of 06/04/2021, the Mid Cap Value Fund on behalf of its clients held approximately 0.08%, 0.08%, 0.25%, 0.13%, 3.37%, 0.02%, 0.17%, 0.03%, 0.22%, 0.08%, 0.02%, 0.53%, 0.03%, and 0.05% of the total shares outstanding of Advance Auto Parts, Quest Diagnostics, PS Business Parks, Encompass Health, Public Storage, NOV Inc., The Hartford, Spectrum Brands Holdings, Amerco, PPG Industries, Cal-Maine Foods, Skyworks Solutions, Dentsply Sirona, and Old Republic International, respectively. O’Reilly and Autozone were unowned. 

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