On February 21, 2025, for the Q4 2024 period, the Heartland Small Cap Value Strategy was named a 4-Stars, 5-Stars, and 6-Stars product in the Micro Cap Universe by Zephyr's PSN Top Guns List. The Heartland Opportunistic Value Equity Strategy was named a 5-Stars product in the All Cap Universe by Zephyr's PSN Top Guns List.
On November 18, 2024, for the Q3 2024 period, the Heartland Small Cap Value Strategy was named a 1-Stars, 4-Stars, 5-Stars, and 6-Stars product in the Micro Cap Universe by Zephyr's PSN Top Guns List. The Heartland Opportunistic Value Equity Strategy was named a 4-Stars, 5-Stars, and 6-Stars product in the All Cap Universe by Zephyr's PSN Top Guns List. The Heartland Mid Cap Value Strategy was named a 6-Stars product in the Mid Value Universe by Zephyr's PSN Top Guns List.
On August 19, 2024, for the Q2 2024 period, the Heartland Small Cap Value Strategy was named a 4-Stars, 5-Stars and 6-Stars product in the Micro Cap Universe by Zephyr's PSN Top Guns List.
On May 21, 2024, for the Q1 2024 period, the Heartland Small Cap Value Strategy was named a 1-Stars, 4-Stars and 5-Stars product in the Micro Cap Universe by Zephyr’s PSN Top Guns List.
On February 21, 2024, for the Q4 2023 period, the Heartland Mid Cap Value Strategy received the Bull/Bear Award in the Mid Value Universe; and was named a 4-Stars, 5-Stars and 6-Stars product in the Mid Value Universe by Zephyr’s PSN Top Guns List. The Heartland Small Cap Value Strategy was named a 4-Stars product in the Micro Cap Universe by Zephyr’s PSN Top Guns List.
On November 17, 2023, for the Q3 2023 period, the Heartland Mid Cap Value Strategy received the Bull/Bear Award in the Mid Cap Universe; received the Bull/Bear Award in the Mid Value Universe; and was named a 4-Stars, 5-Stars and 6-Stars product in the Mid Value Universe by Zephyr’s PSN Top Guns List. The Heartland Opportunistic Value Strategy received the Bull/Bear Award in the All Cap Value Universe; and was named a 1-Star product in the All Cap Value Universe by Zephyr’s PSN Top Guns List.
On August 18, 2023, for the Q2 2023 period, the Heartland Mid Cap Value Strategy received the Bull/Bear Award in the Mid Cap Universe; received the Bull/Bear Award in the Mid Value Universe; and was named a 5-Stars and 6-Stars product in the Mid Value Universe by Zephyr’s PSN Top Guns List.
On May 17, 2023, for the Q1 2023 period, the Heartland Mid Cap Value Strategy received the Bull/Bear Award in the Mid Cap Universe; was named a 5-Stars product in the US Value Universe; received the Bull/Bear Award in the Mid Value Universe; and was named a 2-Stars, 4-Stars, 5-Stars; and 6-Stars product in the Mid Value Universe by Zephyr’s PSN Top Guns List.
On February 21, 2023, for the Q4 2022 period, the Heartland Mid Cap Value Strategy received the Bull/Bear Award for the Mid Cap Universe and Mid Value Universe and was named a 2-Stars, 3-Stars, 4-Stars, 5-Stars, and 6-Stars product in the Mid Value Universe by Zephyr’s PSN Top Guns List. The Heartland Small Cap Value Strategy was named a 5-Stars and 6-Stars product in the Micro Cap Universe by Zephyr’s PSN Top Guns List. The Heartland Small Cap Value Plus Strategy was named a 1-Star product in the Small Cap Universe, 1-Star and 5-Stars in the Small Cap Value Universe, and 1-Star, 4-Stars, and 5-Stars product in the Small-Mid Value Universe by Zephyr’s PSN Top Guns List.
On November 18, 2022, for the Q3 2022 period, the Heartland Mid Cap Value Strategy received the Bull/Bear Award and was named a 3-Stars and 4-Stars product in the Mid Value Universe by Zephyr’s PSN Top Guns List.
On August 17, 2022, for the Q2 2022 period, the Heartland Mid Cap Value Strategy received the Bull/Bear Award and was named a 2-Stars, 3-Stars and 4-Stars product in the Mid Value Universe by Zephyr’s PSN Top Guns List.
Through a combination PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time.
1-Star Category: had one of the top ten returns for the quarter in their respective strategy.
2-Star Category: had one of the top ten returns for the one-year period in their respective strategy.
3-Star Category: had one of the top ten returns for the three-year period in their respective strategy.
4-Star Category: had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns.
5-Star Category: had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the 5 Star Top Guns.
6-Star Category: had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns.
Bull & Bear Masters: had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, the strategy had an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.
The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/. Registration is required.
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Third-party ratings or awards do not guarantee future performance or results. No compensation was provided in consideration of any rating or award. Additional information regarding the criteria used in the rating or award is provided above.