Mid Cap, Opportunistic, earn repeat recognition as “Top Guns”

Heartland Advisors value investing portfolio Manager Bill Nasgovitz

Milwaukee, June 13, 2019 — For the second quarter in a row, Heartland Advisors has been awarded two “Bull and Bear Master” designations by Informa Investment Solutions’ PSN manager database, the longest-running database of investment managers in North America.

  • Heartland’s Mid Cap Value Strategy was recognized for top-ten performance in PSN’s “mid value” universe for the three-year period ending March 31, 2019.
  • Heartland’s Opportunistic Value Equity Strategy was recognized for top-ten results over the same time period in PSN’s “all cap value” universe.

In each case, the strategy was awarded based on performance during both up markets and down markets.

Specifically, PSN awards “Bull and Bear Master” designations based on style adherence and advancing more than the market during upswings (upside capture ratio) and declining less than the market during downturns (downside capture ratio). The top-ten performers are selected based on the ratio of the upside capture ratio to the downside capture ratio for the latest three-year period.

Both Heartland’s Mid Cap Value and Opportunistic Value Equity strategies are co-managed by portfolio managers Colin McWey, CFA and Will Nasgovitz. Learn more about the strategies at heartlandadvisors.com.

Through a combination of Informa Investment Solutions’ proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 50 universes. Informa Investment Solutions is part of Informa Financial Intelligence, a leading provider of critical decision-making solutions and custom services to financial institutions.

“PSN Top Guns, which ranks products in six categories in over 50 universes, is a go-to resource for institutional asset managers and investors in their decision-making process,” said Ryan Nauman, VP, product and market strategist at Informa Financial Intelligence. “Congratulations to Heartland Advisors on being named a PSN Top Gun. This highly respected ranking spotlights the performance of leading investment managers each quarter.”

The complete list of PSN Top Guns and an overview of the methodology can be located on https://financialintelligence.informa.com/productsites.

About Heartland

Established in 1983, Heartland Advisors, Inc. is an independently owned equity value investment manager based in Milwaukee, Wisconsin. As of March 31, 2019, the Firm managed approximately $1.7 billion. The Heartland family of value-driven, actively managed portfolios includes distinct domestic strategies, offered through four mutual funds and separately managed accounts. Learn more at heartlandadvisors.com.

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Past performance does not guarantee future results.

Investing involves risk, including the potential loss of principal.

There is no guarantee that a particular investment strategy will be successful.

The Mid Cap Value Strategy seeks long-term capital appreciation by investing in mid-size companies as defined by the market capitalization range of the Russell Midcap® Index. This focused portfolio seeks companies with strong underlying business franchises priced at a discount to their intrinsic worth that have temporarily fallen out of favor.

The Mid Cap Value Strategy invests in mid–sized companies on a value basis. Mid-sized securities generally are more volatile and less liquid than those of larger companies.

Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.

The Opportunistic Value Equity Strategy seeks to capture long-term capital appreciation by investing in companies with market capitalizations greater than $500 million. The Strategy’s flexible pursuit of value positions it as a core holding for investors.

In addition to stocks of large companies, the Opportunistic Value Equity Strategy invests in stocks of small- and mid-cap companies that are generally less liquid than large companies. The performance of these holdings generally will increase the volatility of the strategy’s returns.

Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.

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.

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

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