Monthly Conference Calls

We invite you to join us! Heartland holds monthly toll-free conference calls for all investors, shareholders and friends.

In these calls, we focus on one of our three funds with members of our investment team addressing current and relevant topics which may include:

• Our investment philosophy and process
• Performance, strategy and positioning of the Funds
• Our view on what's happening in the markets
• Time permitting, the team may take your questions at the end of the call
• An update on the Fund's performance and positioning
• Q & A session at the end of the call

Replays from previous calls are available:

• July 15, 2009: Value Fund Focus
  Will Nasgovitz, Co-Portfolio Manager of the Fund, discussed the values Heartland is finding among international companies.

• May 20, 2009:  Value Plus Fund Focus
  Mike Petroff, Co-Portfolio Manager of the Fund, discussed the impact of dividends on small-cap returns.

• April 22, 2009:  Select Value Fund Focus
  Dave Fondrie, Co-Portfolio Manager of the Fund, discussed the recent market rally and what it could mean for the future. 

• March 18, 2009:  Value Fund Focus
  Will Nasgovitz, Co-Portfolio Manager of the Fund, discussed consumer confidence and the opportunities we're finding despite the uncertain markets.

• February 18, 2009:  Value Plus Fund Focus
  Mike Petroff, Co-Portfolio Manager of the Fund, discussed managing volatility in small-cap stocks.

• January 21, 2009:  Select Value Fund Focus
  Will Nasgovitz, Co-Portfolio Manager of the Fund, provided market commentary and comments on the Select Value Fund's performance results.

Slide presentations that accompany each call are available to download from our website, or you can contact us if you would like to receive a copy via e-mail.