We are a boutique, employee-owned investment Firm with a disciplined focus on contrarian value investing. Heartland is the investment advisor for six distinct U.S. and international strategies, offered through five mutual funds and five separately managed account strategies.
Fundamental research has been the cornerstone of Heartland's active portfolio management since our founding in 1983.
We managed about $5.4 billion as of December 31, 2014.
Value Mutual Funds
Heartland’s mutual funds offerings include:
Investment Process Characterized by Consistency and Discipline
As America’s Value Investor®, we believe contrarian value investing is the most intelligent way to achieve superior long-term investment results.
We define value and assess all portfolio decisions through our proprietary, consistent, and time-tested 10 Principles of Value Investing™. We do not chase trends; we are an active equity manager with a long-term investment horizon.
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 aim to capture upside potential while limiting downside risk.
Experienced Investment Team and Industry Professionals
Our Investment Team collectively has over 310 years of industry experience, with nearly 180 of those years obtained at Heartland, as of December 31, 2014.
But, our mission – to achieve superior investment results and provide outstanding client service – requires a broader team:
We believe our team’s interests are aligned with shareholders because Heartland team members collectively owned about $40 million in the Heartland Funds as of September 30, 2014.