The Heartland Small Cap Value Strategy seeks long-term capital appreciation by investing in undervalued micro and small cap stocks. The Strategy utilizes Heartland’s 10 Principles of Value Investing™ for stock analysis along with a collection of rules and tools designed to construct the overall portfolio such that stock selection is the primary driver of relative performance. This approach helps navigate the asset class and may increase the likelihood of potential outperformance relative to the Russell 2000® Value Index.
Value Fund
Small Cap Value
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Past performance does not guarantee future results. Performance represents past performance, and current returns may differ.
The Small Cap Value Strategy invests in small companies selected on a value basis. Such securities generally are more volatile and less liquid than those of larger companies.
Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.
There is no guarantee that a particular investment strategy will be successful.
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.