Despite falling rates, cautiousness remains as investors turn their attention to the job market.
Strategy
Focusing on bottoms-up security selection — and not worrying about the macroeconomic outlook — allows for opportunistic and decisive investing.
Fund Strategy
As investors look to rate cuts for a boost, the market is rewarding companies uplifting themselves through strategic, financial, and operational self-help measures.
Now is the time to focus on what you can control — like your investment process.
Fund Commentary Archive
Fund Performance
More Portfolio Perspectives
The Heartland Team celebrates the Mid Cap Value Fund's 10 Year Anniversary by recapping what the last decade looked like.
In this podcast episode, Heartland Advisors Vice President, Michael Kops is joined by Andy Fleming, Director of Research and Portfolio Manager for the Heartland Value Plus Strategy, to discuss Value Plus’s recent market performance and insights.
More Market Insights
See how the trucking industry moves with economic changes.
Discover Heartland's perspective on the Real Estate Sector.
More Investment Approaches
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Past performance does not guarantee future results.
An investor should consider the Funds’ investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information may be found in the Funds' prospectus. To obtain a prospectus, please call 800-432-7856 or visit heartlandadvisors.com. Please read the prospectus carefully before investing.
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.
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.
Sector and Industry classifications are sourced from GICS®.The Global Industry Classification Standard (GICS®) is the exclusive intellectual property of MSCI Inc. (MSCI) and S&P Global Market Intelligence (“S&P”). Neither MSCI, S&P, their affiliates, nor any of their third party providers (“GICS Parties”) makes any representations or warranties, express or implied, with respect to GICS or the results to be obtained by the use thereof, and expressly disclaim all warranties, including warranties of accuracy, completeness, merchantability and fitness for a particular purpose. The GICS Parties shall not have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of such damages.
Economic predictions are based on estimates and are subject to change.
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Heartland’s investing glossary provides definitions for several terms used on this page.
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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.