Through April, the S&P 500 had its best start of the year since 1998. CEO and Portfolio Manager Will Nasgovitz points to three factors we believe drove this performance and shares what he thinks it means for the remainder of the year.
Heartland Advisors, known as America’s Value Investor®, is a boutique, independent investment firm in Milwaukee, WI. Our value-focused, actively managed product suite includes distinct U.S. and international investing strategies, which are offered through four mutual funds and five separately managed account strategies.
Our disciplined, contrarian value investing philosophy is designed to deliver superior long-term investment results. We strive to capture upside potential while limiting downside risk.
Heartland defines value by our proprietary, consistent, and time-tested 10 Principles of Value Investing™. Our Investment Team applies a bottom-up approach that marries traditional fundamental analysis and meetings with more than 1,000 company management teams each year.
We managed $5.7 billion and our team collectively owned more than $29 million in our products as of March 31, 2013.
©2012 Heartland Funds 789 N. Water Street, Suite 500, Milwaukee, WI 53202 Business Office: 414-347-7777 The Heartland Funds are distributed by ALPS Distributors, Inc.
Heartland Sites:
The Heartland Funds are only offered for sale in the U.S. and certain U.S. territories. Heartland does not mail prospectuses and other Fund information to, nor will new account applications from, addresses outside the U.S. and certain U.S. territories.
An investor should consider the Funds’ investment objectives, risks, charges, and expenses carefully before investing. This and other important information may be found in the Funds’ prospectus (pdf). To obtain a print prospectus, call 800-432-7856.
Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.
The Heartland International Value Fund is another mutual fund managed by Heartland Advisors, Inc. It is a series of the Trust for Professional Managers and is distributed by ALPS Distributors, Inc.
Separately managed accounts and related investment advisory services are provided by Heartland Advisors, a federally registered investment adviser.
ALPS Distributors, Inc., is not affiliated with Heartland Advisors.
Additional Video Disclosures:
Past performance does not guarantee future results.
The statements and opinions expressed herein 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. The 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.
Economic predictions are based on estimates and are subject to change.
Heartland’s investing glossary provides definitions for several terms used on this page.
The above individual is a Registered Representative of ALPS Distributors, Inc.