Heartland offers long only, domestic value strategies from micro through mid-cap stocks. All of our investment strategies utilize the 10 Principles of Value Investing™, differentiated by market capitalization. We believe each serves a distinct role in a diversified portfolio.
Dynamically pursues the best opportunities across the full equity universe
Seeks long-term appreciation by investing in mid-cap, dividend-paying companies
Invests in undervalued small companies and seeks to reduce volatility through strong balance sheets and dividends
Pursues long-term capital appreciation by investing in micro- and small-cap companies
I am a financial professional or institutional investor
I am an individual investor
©2024 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
In addition to stocks of large companies, the Funds invest in small- and mid-sized companies that are generally less liquid and more volatile than large companies. The Mid Cap Value and Value Plus Funds invest in a smaller number of stocks (generally 40 to 60 and 40 to 70, respectively) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Funds’ returns.
Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.
There is no assurance that dividend-paying stocks will mitigate volatility.
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.
The Heartland Funds are distributed by ALPS Distributors, Inc.