Heartland's CEO and Portfolio Manager, Will Nasgovitz, shares his perspective on the crucial role Small Caps play in constructing a diversified portfolio.
Portfolio managers are often misunderstood. At Heartland, we prioritize long-term opportunities and disciplined risk management over short-term market predictions.
Explore the thrilling clash between selecting for immediate needs or pursuing the best available option, that both The Green Bay Packers and our Portfolio Managers at Heartland face.
Just as we aim for healthier habits in the new year, our portfolios deserve the same attention. Active management and disciplined investing can help avoid "junk" investments and focus on financially healthier choices.
In his latest insight, Michael Kops explores how younger investors can avoid falling into the “Greater Fool” trap in today’s frothy housing and stock markets, and why small- and mid-cap value stocks may offer a brighter path forward.
The Heartland Team celebrates the Mid Cap Value Fund's 10 Year Anniversary by recapping what the last decade looked like.
Investors may be engorging themselves on large growth stocks, but as their belts tighten, history says they’ll diet on a healthy dose of small value.
Join Michael Kops, Vice President of Heartland Advisors, Colin McWey and Troy McGlone, Portfolio Managers of Heartland's Mid Cap Value Strategy to discover how the team navigates the ever-changing market dynamics by emphasizing fundamental research and strategic positioning for long-term rewards.
The importance of maintaining a balanced investment approach across various sectors, retaining both offensive and defensive positions, while sticking to Heartland's value investing process is highlighted by Michael Kops, Vice President of Heartland Advisors, and Andy Fleming, Portfolio Manager of the Value Plus Strategy it this quarters Value Plus podcast.
Listen in to hear Michael Kops, Vice President at Heartland Advisors, and Will Nasgovitz, CEO and Portfolio Manager for the Heartland Value Fund, discuss economic uncertainty in the markets and explain how a focus on micro-level investing can unveil hidden opportunities.
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 recent performance and the continuation of looking for ‘green shoots’.
In this podcast episode, Heartland Advisors Vice President, Michael Kops is joined by Will Nasgovitz, CEO and Portfolio Manager for the Heartland Value Fund, to discuss the Fund’s recent market performance and insights from the 4Q 2024 quarter.
This podcast episode features Heartland Advisors Vice President, Michael Kops, who is joined by Colin McWey, Portfolio Manager for the Heartland Mid Cap Value Strategy, to discuss recent performance and insights from 4Q 2024.
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.
In this podcast episode, Heartland Advisors Vice President, Michael Kops is joined by Will Nasgovitz, CEO and Portfolio Manager for the Heartland Value Fund, to discuss the Value Fund's recent performance and insights from 3Q24.
This podcast episode features Heartland Advisors Vice President, Michael Kops, who is joined by Troy McGlone, Portfolio Manager for the Heartland Mid-Cap Value, to discuss the Strategy's recent performance and insights from 3Q 2024.
In this podcast episode, Heartland Advisors Vice President, Michael Kops is joined by Colin McWey, Portfolio Manager for the Heartland Mid-Cap Value Strategy, to discuss Mid Cap’s recent market performance and insights of 2Q 2024.
In this podcast episode, Heartland Advisors Vice President, Michael Kops is joined by Colin McWey, Portfolio Manager for the Heartland Mid-Cap Value Strategy, to discuss Mid Cap’s recent market performance and insights.
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