Heartland Advisors

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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.

  • Mutual Funds
  • Strategies

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

Opportunistic

Dynamically pursues the best opportunities across the full equity universe

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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©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.

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