Explore how recent market sentiment shifts, trade war de-escalation, and tariff impacts are influencing investment decisions as Michael Kops, Vice President, discusses market trends and investment strategies with Troy McGlone and Colin McWey, Co-Managers for the Heartland Mid Cap Value Strategy.
Despite a challenging quarter for small stocks, the Heartland Value Fund has shown resilience and growth, with small caps poised to climb by double digits over the next six months. Join Michael Kops, Vice President, and Will Nasgovitz, Portfolio Manager for the Heartland Value Fund, as they discuss the Fund's outperformance against its benchmark.
Tune in to this quarter’s Value Plus Commentary Podcast to find out what is driving optimism behind the outlook for small stocks despite challenging conditions in the second quarter.
Join Michael Kops, Vice President of Heartland Advisors, Colin McWey and Troy McGlone, Portfolio Managers of Heartland's Mid Cap Value Strategy to discover how the team navigates the ever-changing market dynamics by emphasizing fundamental research and strategic positioning for long-term rewards.
Listen in to hear Michael Kops, Vice President at Heartland Advisors, and Will Nasgovitz, CEO and Portfolio Manager for the Heartland Value Fund, discuss economic uncertainty in the markets and explain how a focus on micro-level investing can unveil hidden opportunities.
The importance of maintaining a balanced investment approach across various sectors, retaining both offensive and defensive positions, while sticking to Heartland's value investing process is highlighted by Michael Kops, Vice President of Heartland Advisors, and Andy Fleming, Portfolio Manager of the Value Plus Strategy it this quarters Value Plus podcast.
This podcast episode features Heartland Advisors Vice President, Michael Kops, who is joined by Colin McWey, Portfolio Manager for the Heartland Mid Cap Value Strategy, to discuss recent performance and insights from 4Q 2024.
In this podcast episode, Heartland Advisors Vice President, Michael Kops is joined by Will Nasgovitz, CEO and Portfolio Manager for the Heartland Value Fund, to discuss the Fund’s recent market performance and insights from the 4Q 2024 quarter.
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 recent performance and the continuation of looking for ‘green shoots’.
This podcast episode features Heartland Advisors Vice President, Michael Kops, who is joined by Troy McGlone, Portfolio Manager for the Heartland Mid-Cap Value, to discuss the Strategy's recent performance and insights from 3Q 2024.
In this podcast episode, Heartland Advisors Vice President, Michael Kops is joined by Will Nasgovitz, CEO and Portfolio Manager for the Heartland Value Fund, to discuss the Value Fund's recent performance and insights from 3Q24.
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.
I am a financial professional or institutional investor
I am an individual investor
©2025 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.
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.
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.
Heartland’s investing glossary provides definitions for several terms used on this page.
The above individuals are registered representatives of ALPS Distributors, Inc.
There is no guarantee that a particular investment strategy will be successful.
CFA® is a registered trademark owned by the CFA Institute.
The Heartland Funds are distributed by ALPS Distributors, Inc.
Economic predictions are based on estimates and are subject to change.
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.