Heartland Funds(4)

Small International Wonders

Heartland International Value Fund

US> Science/Technology >

Nov 21, 2012

The combination of small-cap and international stocks presents a serious challenge when it comes to researching such generally under-followed names. Although many of these companies could be growing earnings at a steady clip, they also suffer from the lack of a loyal investor base. Michael Jolin, Senior Equity Research Analyst with the Heartland International Value Fund, scrutinizes his team’s stock watch lists in search of out-of-favor companies with attractive business models.

Values with Catalysts

Heartland Select Value Fund

US> Large-Cap > Growth

Oct 10, 2011

The Heartland Select Value Fund is focused on company valuations, not market cap. Portfolio manager Ted Baszler looks for stocks across the market cap spectrum that trade at compelling valuations to the company’s intrinsic worth. The Fund utilizes Heartland’s time tested investment process known as the 10 Principles of Value Investing to analyze companies.

Value in Micro and Small Caps

Heartland Value Fund

US> Health/Biotechnology >

May 16, 2011

The small- and micro-cap segments of the stock market provide excellent opportunities to investors with a research bias and continuous monitoring of select businesses and management teams. Will Nasgovitz, portfolio manager of the Heartland Value Fund, speaks about the consistent implementation of the firm’s principles of value investing.

Small Caps With Dividends

Heartland Value Plus Fund


Nov 20, 2009

The majority of small cap fund managers will typically keep their eyes on companies that are poised for rapid growth. At the Heartland Value Plus Fund, portfolio manager Adam Peck looks to find companies that are out of favor but have the qualities of healthy businesses with a history of growing dividends.