Viewer Discretion Advised

3/2015 - 1:50
One of the most-volatile and worst-performing sectors so far this year has been a group of stocks usually associated with stability. CEO and Portfolio Manager Will Nasgovitz explains what’s going on in Utilities, how it may foreshadow volatility to come, and the reminder it provides about the importance of fundamentals.

Contrarian Investors Focused on Value

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 five 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 about $5.4 billion and our team collectively owned over $42 million in our products as of December 31, 2014.

©2015 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.

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, and charges and expenses carefully before investing. This and other important information may be found in the Heartland Funds prospectus (pdf) or Heartland Mid Cap Value Fund 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.

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.

Utilities' performance 3/6/2015 is measured by the S&P 500 Utilities Sector.

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 created and are subject to change without notice.

Economic predictions are based on estimates and are subject to change.

Sector classifications are generally determined by referencing the Global Industry Classification Standard Codes developed by Standard & Poor’s and Morgan Stanley Capital International. Sector allocations are a percent of equity investments and 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.


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