In January, we focused on the Heartland Select Value Fund, which has outperformed its benchmark, the Russell 3000 Value Index, on the 1-, 3-, 5- and 10-year basis. See our results here. Co-Portfolio Manager of the Select Value Fund Will Nasgovitz and Chief Operating Officer Paul Beste provided updated market commentary and a review of the Select Value Fund.
Listen to the January conference call (mp3; 11:15)
CLICK HERE to download the presentation that accompanied the call.
The above individuals are Registered Representatives of ALPS Distributors, Inc.
Past performance does not guarantee future results.
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-based investments are subject to the risk that the broad market may not recognize their intrinsic values. 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.
Russell 3000 Value Index measures the performance of those Russell 3000 Index companies with lower price-to-book ratios and lower forecasted growth values. All indices are unmanaged. It is not possible to invest directly in an index.
The statements and opinions expressed are those of the presenter. Any discussion of investments and investment strategies represents the funds' investments and portfolio managers' view as of the date of the presentation, and are subject to change without notice. There is no guarantee that the strategies chosen will be successful.