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 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 about $5.5 billion as of September 30, 2014, and our team collectively owned $43 million in our products as of June 30, 2014.