Heartland Advisors


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Heartland in the News
Heartland Advisors Senior Vice President and Portfolio Manager Bradford A. Evans

Staying Committed to Small Value

Heartland’s Senior Vice President and Portfolio Manager Bradford Evans wrote about the potential benefits of remaining committed to long-term investment strategies in the small- and mid-cap space in WealthManagement.com’s 2023 Mid-Year Outlook.

Heartland in the News
Heartland Advisors CEO and Portfolio Manager Will Nasgovitz

Hunting for Bargains

CEO Will Nasgovitz discussed market segments that have the opportunity for growth in a recent interview with The Wall Street Journal.

Heartland in the News
Heartland Advisors Portfolio Manager Bradford Evans

The Value of Active Management

Bradford Evans, Senior Vice President and Portfolio Manager, spoke about the Firm’s investment strategy in the small-cap space in a recent interview with MarketWatch.

Heartland in the News
Heartland Advisors Vice President and Portfolio Manager Colin McWey

A Bottoms-Up Approach

Heartland’s Vice President and Portfolio Manager Colin McWey discussed the firm’s 10 Principles of Value Investing™ on Bloomberg Radio.

Heartland in the News
Heartland Advisors Mid Cap Value Team

Heartland’s Mid Cap Value Fund Recognized as one of the “25 Best No-Load Mutual Funds” by Kiplinger

Kiplinger recently identified Heartland’s Mid Cap Value Fund as one of the “25 Best No-Load Mutual Funds.”

Heartland in the News
Heartland Advisors CEO and Portfolio Manager Will Nasgovitz

The Best of Both Worlds

CEO Will Nasgovitz explains the attractiveness of small and mid-caps as well as the upside that education service stocks might have for investors in a recent interview with Reuters.

Heartland in the News
Heartland Advisors Value Plus Team

Morningstar Columnist Names Heartland Value Plus Fund an 'All-Weather Champion'

Heartland’s Value Plus Fund was identified as having strong overall total returns during the three bear markets from 2000-2022.

Heartland in the News
Heartland Advisors CEO and Portfolio Manager Will Nasgovitz

Value Investing in 2023 and Beyond

CEO Will Nasgovitz and Chairman Bill Nasgovitz assess current market conditions to help answer questions on value investor’s minds.

Heartland in the News
Heartland Advisors Vice President and Partner Michael Kops

Is It Too Late to Embrace Value?

Heartland’s Vice President and Partner Michael Kops explains why it’s not too late to invest in value based on the lessons learned from the dot-com bubble of 2000.

Heartland in the News
Heartland Advisors Portfolio Manager Colin McWey

Current Market Conditions Shaping up for Value-Oriented Investors

Mid Cap Value Fund Portfolio Manager Colin McWey, CFA, explains that the current market conditions are shaping up well for value-oriented investors, focusing on fundamentals and long-term profit potential.

Media Contact

Emily Stoermer
BackBay Communications
617-391-0790 x105

About Heartland

Heartland Advisors is a boutique, independent investment firm in Milwaukee, WI. Our value-focused, actively managed product suite is offered through 3 mutual funds and 4 separately managed accounts.

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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

Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.

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.

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.

Unless noted with an asterisk (*), 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.