Heartland Advisors

Investment Approach Insights

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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.

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.

5/23 - 2:07
Heartland Advisors Value Investing Vice President of Sales Michael Kops

Quality at Heartland

Meaning What We Say and Saying What We Mean

10/22 - 1:32
Heartland Advisors Value Investing CEO and Portfolio Manager Will Nasgovitz

Insider Ownership

A glance at insider buying and how it opens investment opportunities for clients and shareholders.

10/22 - 1:54
Heartland Advisors Value Investing Vice President and Portfolio Manager Colin McWey

Dividend Yield

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

©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.

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.