Products

Our approach is consistent across all of our products, however, we believe each portfolio serves a distinct role and is constructed accordingly. Some of our portfolios emphasize dividends to mitigate volatility and to provide a modest stream of income while others seek to diversify risk and increase opportunity by holding stocks with varying market caps. The ultimate goal with each is to provide superior risk adjusted returns and limit downside participation.

  • Mutual Funds
  • Strategies

Select Value

Multi-cap (HRSVX, HNSVX)

Dynamically pursues the best opportunities regardless of market capitalization

Heartland Advisors Multi-Cap Value Portfolio Management Team

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Mid Cap Value

Mid-cap, dividend-focused (HRMDX, HNMDX)

Seeks long-term appreciation by investing in mid-cap, dividend-paying companies

Heartland Advisors Mid-Cap Value Portfolio Management Team

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Value Plus

Small-cap, dividend-focused (HRVIX, HNVIX)

Invests in undervalued small companies and seeks to reduce volatility through strong balance sheets and dividends

Heartland Advisors Small-Cap Value Plus Portfolio Management Team

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Value

Micro- and small-cap (HRTVX, HNTVX)

Pursues long-term capital appreciation by investing in micro- and small-cap companies

Heartland Advisors Small-Cap Value Portfolio Management Team

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Opportunistic Value Equity

Multi-cap

Dynamically pursues the best opportunities regardless of market capitalization

Heartland Advisors Multi-Cap Value Portfolio Management Team

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Mid Cap Value

Mid-cap, dividend-focused

Seeks long-term appreciation by investing in mid-cap, dividend-paying companies

Heartland Advisors Mid-Cap Value Portfolio Management Team

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Small Cap Value Plus

Small-cap, dividend-focused

Invests in undervalued small companies and seeks to reduce volatility through strong balance sheets and dividends

Heartland Advisors Small-Cap Value Plus Portfolio Management Team

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Small Cap Value

Micro- and small-cap

Pursues long-term capital appreciation by investing in micro- and small-cap companies

Heartland Advisors Small-Cap Value Portfolio Management Team

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©2018 Heartland Advisors | 789 N. Water Street, Suite 500, 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 Select Value, Mid Cap Fund, and Value Plus Funds invest in a smaller number of stocks (generally 40 to 60, 30 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. There can be no assurance that the Mid Cap Value Fund will grow to or maintain an economically viable size, in which case the Board of Directors may determine to liquidate the Fund.

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.

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