Heartland Advisors

Shareholder Letter

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Rediscovering Small Caps

Small value stocks finally emerged from the shadows of the Magnificent 7. Could this be a long awaited turn in the market?

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The Value of Patience

As opportunities are likely to present themselves soon, it’s more important than ever to wait for the right prices.


The Silver Lining for Smaller Stocks

There’s no denying how narrow the market’s breadth is, providing hope for patient small cap investors.


The Return of Fundamentals

With a banking crisis looming, balance sheet strength seems to matter again - which is a good thing.


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Account Information

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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

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.