Heartland Advisors

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Heartland in the News
01/03/2025
Heartland Advisors Andrew Fleming

Andrew Fleming Featured in WealthManagement.com’s 2025 Outlook

Director of Research and Portfolio Manager Andrew Fleming was recently featured in WealthManagement.com’s 2025 Outlook.

Heartland in the News
11/11/2024
Heartland Advisors Mid Cap Value Team

Forbes Features CEO and Portfolio Manager Will Nasgovitz

CEO Will Nasgovitz was recently featured in Forbes, where he highlighted the importance of value investing.

Heartland in the News
10/14/2024
Heartland Advisors Mid Cap Value Team

Yahoo! Finance Shares Why Our Value Team Added ALEX to Our Value Fund Portfolio

The Heartland Value Fund’s process for selecting stocks is featured in an article by Yahoo! Finance.

Heartland in the News
09/06/2024
Heartland Advisors Mid Cap Value Team

Hedge Fund Alpha Profiles CEO and Portfolio Manager Will Nasgovitz

CEO and Portfolio Manager Will Nasgovitz was featured in a recent profile from Hedge Fund Alpha.

Heartland in the News
08/16/2024
Heartland Advisors Mid Cap Value Team

WealthManagement.com highlights “Too Much of a Good Thing”

WealthManagement.com’s 2024 Midyear Outlook featured our latest Water & Wells article, “Too Much of a Good Thing?,” by Vice President and Partner Michael Kops.

Heartland in the News
07/22/2024
Heartland Advisors Mid Cap Value Team

Yahoo! Finance Spotlights Heartland Value Fund

Yahoo! Finance highlights Heartland Value Fund’s resilience in a recent article.

Media Contact

Paul Lim
Gregory FCA
617-504-0310
Email

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.

Learn more about Heartland

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©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

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.

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