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
We use our 10 Principles of Value Investing™ to assess the quality of a business from a quantitative and qualitative perspective, which helps us make confident decisions when picking stocks.
A look at how dividend payers play a role in our investment process.
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.
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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.