Markets change, but our focus on value and long-term results remains constant.
Our proprietary 10 Principles of Value Investing™ has stood the test of time. In use for more than a quarter of a century, through many bull and bear markets, it has served shareholders well. All three Heartland Funds are managed with the same consistent investment process.
All three of our Funds deliver 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 as a measure of the broad market. Outperforming the market in a risk conscious manner is our common pursuit.
Heartland's investment team includes 14 portfolio managers, research analysts and traders with over 185 years of combined investment industry experience (as of 12/31/09).
Our goal is to provide you with outstanding service and we are here to help you. We encourage you to give us feedback.
"We eat our own cooking" and therefore, our interests are aligned with yours. As of 3/31/10, as a group, Heartland employees owned over $20 million in the Funds. We’re also enthusiastic advocates for shareholder rights and follow a strict code of ethics.
You don’t need to be a millionaire to invest in our Funds. It takes only $1,000 to start. (By the way, if you do happen to be a millionaire, and are going to invest over $500,000, you might be interested in learning more about Heartland's Institutional class of shares.)
We invite you to learn more about the Funds or contact us if you have any questions.
Value-based investments may be subject to the risk that the broad market may not recognize their intrinsic worth. An investment in the Funds involves risks, including loss of principal.
S&P 500 Index is an index of 500 U.S. stocks chosen for market size, liquidity and industry group representation and is a widely used U.S. equity benchmark. All indices are unmanaged. It is not possible to invest directly in an index.
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