Shareholder Letter

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3/31/22

Time to be Cautiously Opportunistic

As inflation and interest rates rise, investors appear more mindful of downside risk and valuations.

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Archive

12/31/21

The Advantage of Hard Work

Have investors started to say “enough?”

9/30/21

Trusting the Process in an Expensive Market

For those who remember the lost decade that followed the bursting of the tech bubble, current market excesses could be cause for concern.

6/30/21

Fundamentals: An Antidote to Emotional Extremes

As COVID-19 infections plummeted, investors took a risk-on approach that bordered on speculative excess.

 

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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.

The Heartland Funds are distributed by ALPS Distributors, Inc.

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