Please join the Heartland Funds' quarterly conference call where we'll discuss our perspective, based less on headlines and more on fundamental research. Our next call will be scheduled in mid-October and call information will be posted here. If you would like to receive an e-mail with the call information, or if you have a question you'd like to submit, call Andy Ballard at 414-977-8726 or e-mail.
Heartland Select Value Fund Heartland Value Plus Fund Heartland Value Fund
Ted Baszler discusses the outperformance experienced by the Select Value Fund for the first quarter. Watch the video (2:41)
Brad Evans details how market trends ran counter to the positioning of the Value Plus Fund in the first quarter. Watch the video (2:57)
Bill Nasgovitz reviews the Value Fund's investment results and why Heartland remains bullish on small-caps. Watch the video (1:36)
Will Nasgovitz discusses the outperformance experienced by the Select Value Fund for the first quarter. Watch the video (4:10)
Adam Peck details how market trends ran counter to the positioning of the Value Plus Fund in the first quarter. Watch the video (8:03)
Brad Evans reviews the Value Fund's investment results and why Heartland remains bullish on small-caps. Watch the video (4:25)
Dave Fondrie discusses how the Select Value Fund's strong 4th quarter contributed to 2009 results. Watch the video (7:18)
Adam Peck discusses how the Value Plus Fund outperformed its benchmark for the 3rd consecutive year. Watch the video (8:05)
Will Nasgovitz reviews what contributed to the Value Fund's outstanding 2009 investment results. Watch the video (5:21)
The Funds invest 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 values may not be recognized by the broad market. The Select Value and Value Plus Funds also invest in a smaller number of stocks (generally 30 to 60) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Funds’ returns.
The statements and opinions expressed in the video are those of the presenter. Any discussion of investments and investment strategies represents the Funds' investments and portfolio managers' views as of the date of the video, and are subject to change without notice. All information is historical, not indicative of future results and subject to change. Audience should not assume that an investment in the securities mentioned was or would be profitable in the future. This information is not a recommendation to buy or sell.
The above individuals are Registered Representatives of ALPS Distributors, Inc.