An Active Manager’s Perspective

4/2015 - 2:08
Dollar strength and mergers and acquisitions are having a ripple effect in today’s markets. CEO and Portfolio Manager Will Nasgovitz discusses the developments and how perspective from an active manager can help mitigate risk from macro factors.


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 $4.5 billion and our team collectively owned over $41 million in our products as of March 31, 2015.

©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 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.

The statements and opinions expressed herein are those of the presenter. Any discussion of investments and investment strategies represents the portfolios' investments and portfolio managers' views as of the date produced, 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.

There is no guarantee that a particular investment strategy will be successful.

As of 3/31/2015, H.J. Heinz Company and Kraft Foods Group were not held in any of the Heartland portfolios.

Portfolio holdings are subject to change without notice. Current and future portfolio holdings are subject to risk.

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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