Heartland Advisors

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PM Perspectives

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PM Perspective
2/27/2025
Heartland Advisors Value Investing CEO and Portfolio Manager Will Nasgovitz

A Piece of the Portfolio Puzzle

Heartland's CEO and Portfolio Manager, Will Nasgovitz, shares his perspective on the crucial role Small Caps play in constructing a diversified portfolio.

PM Perspective
8/14/2024
Heartland Advisors Value Investing Vice President and Portfolio Manager Troy McGlone

How We Approach “The Market”

Portfolio managers are often misunderstood. At Heartland, we prioritize long-term opportunities and disciplined risk management over short-term market predictions.

Water & Wells

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Water & Wells
4/21/2025
Heartland Advisors Value Investing VP Sales & Partner Michael Kops

Scouting for Value: The Green Bay Packers & Heartland

Explore the thrilling clash between selecting for immediate needs or pursuing the best available option, that both The Green Bay Packers and our Portfolio Managers at Heartland face.

Water & Wells
12/12/2024
Heartland Advisors Value Investing Vice President of Sales and Partner Michael Kops

Are Young Investors Forced to Be the “Greater Fool”?

In his latest insight, Michael Kops explores how younger investors can avoid falling into the “Greater Fool” trap in today’s frothy housing and stock markets, and why small- and mid-cap value stocks may offer a brighter path forward.

Water & Wells
10/31/2024
Heartland Advisors Mid Cap Value Team

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.

 

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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.

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