The Select Value Fund seeks long-term capital appreciation by investing in a concentrated portfolio of companies, which we believe are undervalued relative to their intrinsic value. Read the Select Value Fund fact sheet.
The distinguishing characteristic of this Fund is its ability to invest in companies of all sizes, usually greater than $500 million, providing it with the flexibility to generate consistent returns in a variety of market environments.
Certain asset classes perform differently depending on the market cycle. While small- and mid-cap stocks have historically generated greater returns than large-cap stocks, they also tend to be more volatile. Because we choose among all value stocks in the marketplace, the Fund is diversified among market caps, which may help to control volatility and generate a more consistent return profile.
Heartland’s experienced portfolio management team follows the disciplined process, Heartland’s 10 Principles of Value Investing.™
We focus on what we consider to be the best risk adjusted investment opportunities for patient, long-term investors. We believe those investment opportunities have the following attributes:
David Fondrie, CPA, Will Nasgovitz, Hugh Denison & Ted Baszler, CFA, CPA
"We strive for long-term consistent returns, believing that the power of compounding over time builds wealth for shareholders."
— David Fondrie
The above individuals are Registered Representatives of ALPS Distributors, Inc.
In addition to stocks of large companies, the Select Value Fund invests in small and mid-sized companies that are generally less liquid than large companies. Value-based investments are subject to the risk that the broad market may not recognize their intrinsic values. The Fund also invests in a smaller number of stocks (generally 40 to 60) than the average mutual fund. The performance of these holdings may increase the volatility of the Fund's returns.
CFA is a trademark owned by CFA Institute.
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