Heartland Advisors

Insights

2Q23 Quarterly Commentary

Opportunistic Value

A narrow market led by giant stocks signals opportunities ahead for small- and mid-caps.

Strategy

Mid-Cap Value

Large, speculative growth stocks have been in charge lately, but there’s a strong case for well-selected mid-cap value going forward.

Fund Strategy

Small-Cap Value

After a frustrating quarter, now is not the time to get distracted by the market’s bright and shiny objects. 

Fund Strategy

Small- and Micro-Cap Value

Why a quarter dominated by seven giant tech stocks is actually signaling better times ahead for small value.

Fund Strategy

Portfolio Perspective

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Market Insight

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Water & Wells
6/1/2023
Heartland Advisors Value Investing Senior Vice President and Portfolio Manager, Brad Evans

What Remains after the Thaw?

After years in which asset managers, investors, and research analysts gave up on small value, the few who persevered now stand to benefit from Value’s spring.

Water & Wells
12/15/2022
Heartland Advisors Value Investing Vice President and Partner, Michael Kops

Are Investors Poised to Repeat the Mistake of 2000?

By confusing value investing with buying growth stocks on the dip, Impatient Investors may be giving up too soon on the market's real bargains.

Investment Approach

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Video
9/23- 2:03
Heartland Advisors Value Investing Portfolio Managers Bradford A. Evans & Andrew J. Fleming

Importance of Financial Soundness

Why a detailed analysis of balance sheet strength can be key to identifying attractive opportunities.

Video
5/23 - 1:40
Heartland Advisors Value Investing Vice President Michael Kops

Our 10 Principles of Value Investing

A look at our disciplined process developed through experience.

 

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©2023 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.

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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