In a recent profile published by Hedge Fund Alpha, CEO and Portfolio Manager Will Nasgovitz highlights how Heartland has navigated recent trends in artificial intelligence and energy, identifying opportunities often overlooked by the broader market. Our contrarian approach and focus on small-cap and mid-cap stocks have been instrumental in capturing these inefficiencies.
With our 10 Principles of Value Investing™ guiding every decision, Heartland remains focused on long-term value creation, even in the face of market volatility.
We invite anyone interested to read the full article for a more in-depth look at Heartland’s strategy, recent stock picks, and market outlook.
We are providing a link to the Hedge Fund Alpha article "Catching Up with Will Nasgovitz of Heartland Advisors: He Likes Trucking and AI Power Demand Now" for more information.
Heartland Advisors does not control the website hosting this article, its content, or its privacy practices.
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The Fund’s performance information included in regulatory filings includes a required index that represents an overall securities market (Regulatory Benchmark). In addition, the Fund's regulatory filings may also include an index that more closely aligns to the Fund's investment strategy (Strategy Benchmark(s)). The Fund's performance included in marketing and advertising materials and information other than regulatory filings is generally compared only to the Strategy Benchmark.
Heartland’s investing glossary provides definitions for several terms used on this page.
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The Heartland Funds are distributed by ALPS Distributors, Inc.
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Past performance does not guarantee future results. Performance represents past performance; current returns may be lower or higher. Performance for institutional class shares prior to their initial offering is based on the performance of investor class shares. The investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. All returns reflect reinvested dividends and capital gains distributions, but do not reflect the deduction of taxes that an investor would pay on distributions or redemptions. Subject to certain exceptions, shares of a Fund redeemed or exchanged within 10 days of purchase are subject to a 2% redemption fee. Performance does not reflect this fee, which if deducted would reduce an individual's return. To obtain performance through the most recent month end, call 800-432-7856 or visit heartlandadvisors.com.
In the prospectus dated 5/1/2024, the Net Fund Operating Expenses for the investor and institutional classes of the Mid Cap Value Fund are 1.10% and 0.85%, respectively. The Advisor has contractually agreed to waive its management fees and/or reimburse expenses of the Fund to ensure that Net Fund Operating Expenses for the Fund do not exceed 1.10% of the Fund’s average net assets for the investor class shares and 0.85% for the institutional class shares, through at least 4/5/2026, and subject thereafter to annual reapproval of the agreement by the Board of Directors. Without such waiver and/or reimbursements, the Gross Fund Operating Expenses would be 1.17% for the investor class shares and 0.95% for the institutional class shares.
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