Heartland Advisors

Insights

3Q24 Quarterly Commentary

Opportunistic Value

Despite falling rates, cautiousness remains as investors turn their attention to the job market.

Strategy

Mid-Cap Value

Focusing on bottoms-up security selection — and not worrying about the macroeconomic outlook — allows for opportunistic and decisive investing.

Fund Strategy

Small-Cap Value

As investors look to rate cuts for a boost, the market is rewarding companies uplifting themselves through strategic, financial, and operational self-help measures. 

Fund Strategy

Small- and Micro-Cap Value

Now is the time to focus on what you can control — like your investment process.

Fund Strategy

Portfolio Perspective

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Market Insight

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Water & Wells
10/31/2024
Heartland Advisors Value Investing Vice President of Sales and Partner Michael Kops

Celebrating 10 Years of the Mid Cap Value Fund

The Heartland Team celebrates the Mid Cap Value Fund's 10 Year Anniversary by recapping what the last decade looked like.

Podcast
10/24/2024
Heartland Advisors 3Q24 Value Plus Commentary Podcast

3Q24 Value Plus Commentary Podcast

In this podcast episode, Heartland Advisors Vice President, Michael Kops is joined by Andy Fleming, Director of Research and Portfolio Manager for the Heartland Value Plus Strategy, to discuss Value Plus’s recent market performance and insights.

Investment Approach

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Investing in Action
11/21/2024
Heartland Advisors Value Investing CEO and Portfolio Manager Will Nasgovitz

How Real Estate Can Add Value to Our Portfolio

Discover Heartland's perspective on the Real Estate Sector.

Video
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.

 

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©2024 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856

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., except those indicated with *.

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.

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