Shareholder Letter

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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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Archive

3/31/21

Finding Value in Optimism

Investors cast a wider net for opportunities, but also showed a willingness to overpay.

12/31/20

A Shot of Over Exuberance?

Investors responded to the meteoric rise in markets by adopting a trade-first-analyze-later mentality.

9/30/20

The Value of a Patient Approach

Traditional safety nets were an afterthought and reasonably priced businesses lagged.

 

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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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