Heartland produces a monthly video addressing timely topics on the markets, the value of long-term investing and Fund commentary.
Watch our videos.
In these reports, we review the previous quarter's results for each of our Funds, including holdings information, stock examples, sector weighting and attribution/contribution.
Select Value Fund (HRSVX; HSNVX) Value Plus Fund (HRVIX; HNVIX)
Value Fund (HRTVX; HNTVX)
These Value Essays discuss distinguishing characteristics of the Heartland Funds. The white papers focus on value investing, our active management philosophy, the importance of small-cap dividends and the benefits of an all-capitalization approach.
One-page briefs detail Heartland's view on timeless investment topics. These value views often focus on compelling charts that help shape our view on the equity environment.
Our investment team reviews quarterly Fund results and gives you a more detailed look at our process, philosophy and views of the market.
Read our quarterly letters.
Our portfolio managers enjoy sharing their insights and knowledge with the media and investors. Frequently interviewed by CNBC, Bloomberg, Barrons, Kiplingers, and The Wall Street Journal, Heartland's team is highly respected as seasoned small-cap, value investment managers.
See what the media says about us.
The statements and opinions expressed in the articles or appearances are those of the author. Any discussion of investments and investment strategies represents the Funds' investments and portfolio managers' views as of the date of the articles, and are subject to change without notice.