Strategies

Our approach is consistent across each of our strategies, 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.

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

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.

There is no assurance that dividend-paying stocks will mitigate volatility.

There is no guarantee that a particular investment strategy will be successful.

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