Heartland Advisors, Inc., known as "America's Value Investor®," was formed in 1983. The Firm manages approximately $4.9 billion (as of 12/31/11), which includes separately managed accounts, three distinct mutual funds and a small cap international mutual fund.
"Value investing is our philosophy and our passion," summarizes Heartland President Bill Nasgovitz. "It's also our single-minded pursuit and commitment to our investors. We believe this discipline offers our clients the potential for higher returns with lower risk over time."
At Heartland, we do not chase trends. We abide by our 10 Principles of Value Investing™ — a disciplined process that has delivered long-term results for over 25 years.
Past performance does not guarantee future results. Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market. An investment in the Funds involves risks, including loss of principal.
Important Notice to Investors Residing Outside the United States: The Heartland Funds are offered for sale only in the United States and certain U.S. territories. Although you may obtain prospectuses and other information about the Heartland Funds at this web site, we will mail prospectuses and other information only to addresses in the United States and will accept only new account applications that contain an address in the United States and certain U.S. territories.
Conference Call Transcript and Audio
Fund Factsheets and Commentary
On May 16, 2011 the Heartland Value Plus Fund closed to certain new investors.
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