Whether you’re a current shareholder, or curious about what’s behind the long-term results of our Funds, we invite you to read on.
Our commitment to you
Heartland Advisor's mission is to strive to deliver superior investment results and outstanding client service.
Singular focus on value investing
Markets change, but our focus on value remains constant. We relentlessly seek value, analyzing overlooked and unpopular stocks which we believe sell at significant discounts to their true worth. Value is defined by Heartland's 10 Principles of Value Investing™ — the process through which we evaluate the stocks we consider for purchase or sale.
The power of our people
Since the inception of the Heartland Value Fund in 1984, Heartland has grown to 17 seasoned investment professionals dedicated to leveraging more than 250 years of the team's experience to strive to generate superior investment results through disciplined value investing.
Our people are committed to making a difference you're certain to notice. Whether it's the portfolio managers, our shareholder services support or the Independent Board of Directors, you'll find genuine, savvy professionals who are excited to share their knowledge with you.
A consistent, disciplined investment approach
When you choose Heartland Funds, you begin a relationship with a company built on solid investment principles. All three Heartland Funds are managed with the same consistent investment process. We do not chase fads, nor do we waver. Instead we abide by our Heartland's 10 Principles of Value Investing™, the criteria for all investment decisions.
Outstanding historical results
All three Funds have delivered long-term returns that speak for themselves. Experienced investors recognize the value of a high overall return rate greater than its benchmark or the S&P 500 Index as a measure of the broad market. Outperforming the market in a risk conscious manner is our common pursuit.
"In today's volatile, uncertain and challenging financial times, we
believe this is the most intelligent way to build an investor's net worth."
— Bill Nasgovitz, Founder and President