On Wednesday, 10/15/08, Bill Nasgovitz, Founder and President of Heartland Advisors, Inc., shared his perspective and investment outlook in a 60 minute conference call for shareholders, financial professionals, and long-term investors.
Moderated by Dave Ribbens, Senior Vice President of Sales and Marketing, Bill shared his view on these topics:
CLICK HERE to download the presentation that accompanied the call (387 KB)
LISTEN TO THE CALL (mp3; 55 minutes)
Funds' Performance
Semiannual Report, 6/30/08
The Funds invest in small companies selected on a value basis. Such securities generally are more volatile and less liquid than those of larger companies. Value-based investments are subject to the risk that the broad market may not recognize their intrinsic values. The Select Value and Value Plus Funds also invest in a smaller number of stocks (generally 30 - 60) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Funds' returns.
Current and future portfolio holdings are subject to risk.
The statements and opinions expressed are those of the presenter. Any discussion of investments and investment strategies represents the Funds' investments and portfolio managers' view as of the date of the presentation, and are subject to change without notice.
Bill Nasgovitz and Dave Ribbens area Registered Representatives of ALPS Distributors, Inc.