Despite falling rates, cautiousness remains as investors turn their attention to the job market.
Strategy
Focusing on bottoms-up security selection — and not worrying about the macroeconomic outlook — allows for opportunistic and decisive investing.
Fund Strategy
As investors look to rate cuts for a boost, the market is rewarding companies uplifting themselves through strategic, financial, and operational self-help measures.
Now is the time to focus on what you can control — like your investment process.
Fund Commentary Archive
Fund Performance
More Portfolio Perspectives
Portfolio managers are often misunderstood. At Heartland, we prioritize long-term opportunities and disciplined risk management over short-term market predictions.
In this podcast episode, Heartland Advisors Vice President, Michael Kops is joined by Colin McWey, Portfolio Manager for the Heartland Mid-Cap Value Strategy, to discuss Mid Cap’s recent market performance and insights of 2Q 2024.
More Market Insights
We use our 10 Principles of Value Investing™ to assess the quality of a business from a quantitative and qualitative perspective, which helps us make confident decisions when picking stocks.
A look at how dividend payers play a role in our investment process.
More Investment Approaches
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In addition to stocks of large companies, the Funds invest in small- and mid-sized companies that are generally less liquid and more volatile than large companies. The Mid Cap Value and Value Plus Funds invest in a smaller number of stocks (generally 40 to 60 and 40 to 70, respectively) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Funds’ returns.
Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.
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Heartland’s investing glossary provides definitions for several terms used on this page.
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