Heartland Advisors


2Q24 Quarterly Commentary

Opportunistic Value

A more-nuanced rally sets the stage for a balanced approach.


Mid-Cap Value

Numerous factors support ignoring the headlines and focusing on valuations and catalysts that can unlock value. 

Fund Strategy

Small-Cap Value

Small caps have already experienced a series of downturns, creating greater opportunities in this space.

Fund Strategy

Small- and Micro-Cap Value

This looks like a classic value investor's market, requiring a focus on prices paid and patience.

Fund Strategy

Portfolio Perspective

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Market Insight

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Water & Wells
Heartland Advisors Value Investing Vice President of Sales and Partner Michael Kops

Too Much of a Good Thing?

Investors may be engorging themselves on large growth stocks, but as their belts tighten, history says they’ll diet on a healthy dose of small value.

Heartland Advisors 1Q24 Mid Cap Commentary Podcast

1Q24 Mid Cap Commentary Podcast

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.

Investment Approach

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6/24- 1:45
Heartland Advisors Value Investing Research Analyst Michael Warecki

Quality at Heartland

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.

5/24 - 2:04
Dividend Yield

Dividend Yield

A look at how dividend payers play a role in our investment process.


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Past performance does not guarantee future results.

An investor should consider the Funds’ investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information may be found in the Funds' prospectus. To obtain a prospectus, please call 800-432-7856 or visit heartlandadvisors.com. Please read the prospectus carefully before investing.

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.

The statements and opinions expressed in the articles or appearances are those of the presenter. Any discussion of investments and investment strategies represents the presenters' views as of the date created and are subject to change without notice. The opinions expressed are for general information only and are not intended to provide specific advice or recommendations for any individual. Any forecasts may not prove to be true.

Sector and Industry classifications are sourced from GICS®.The Global Industry Classification Standard (GICS®) is the exclusive intellectual property of MSCI Inc. (MSCI) and S&P Global Market Intelligence (“S&P”).  Neither MSCI, S&P, their affiliates, nor any of their third party providers (“GICS Parties”) makes any representations or warranties, express or implied, with respect to GICS or the results to be obtained by the use thereof, and expressly disclaim all warranties, including warranties of accuracy, completeness, merchantability and fitness for a particular purpose.  The GICS Parties shall not have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of such damages.

Economic predictions are based on estimates and are subject to change.

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

Heartland’s investing glossary provides definitions for several terms used on this page.

The above individuals are registered representatives of ALPS Distributors, Inc.

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

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.