Heartland Advisors

Market Insights

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Podcast
7/23/2024
Heartland Advisors 2Q24 Mid Cap Commentary Podcast

2Q24 Mid Cap Commentary Podcast

In this podcast episode, Heartland Advisors Vice President, Michael Kops is joined by Colin McWey, Portfolio Manager for the Heartland Mid-Cap Value Strategy, to discuss Mid Cap’s recent market performance and insights of 2Q 2024.

Podcast
7/23/2024
Heartland Advisors 2Q24 Value Plus Commentary Podcast

2Q24 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.

Water & Wells
7/9/2024
Heartland Advisors Value Investing Vice President of Sales and Partner Michael Kops

Too Much of a Good Thing?

Investors may be engorging themselves on large growth stocks, but as their belts tighten, history says they’ll diet on a healthy dose of small value.

Podcast
6/7/2024
Heartland Advisors 1Q24 Mid Cap Commentary Podcast

1Q24 Mid Cap Commentary Podcast

In this podcast episode, Heartland Advisors Vice President, Michael Kops is joined by Colin McWey, Portfolio Manager for the Heartland Mid-Cap Value Strategy, to discuss Mid Cap’s recent market performance and insights.

 

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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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