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 four 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 $5.7 billion, as of March 31, 2013.
Heartland’s mutual funds offerings include:
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.
Our Investment Team collectively has more than 260 years of industry experience, with nearly 200 of those years obtained at Heartland, as of March 31, 2013.
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 more than $29 million in the Heartland Funds as of March 31, 2013.
Contact the Client Relations Team by email or at 800-432-7856.
Fund Name Select Value Value Plus Value
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©2013 Heartland Funds 789 N. Water Street, Suite 500, Milwaukee, WI 53202 Business Office: 414-347-7777 Shareholders: 800-432-7856 The Heartland Funds are distributed by ALPS Distributors, Inc.
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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.