On February 18, 2009 Mike Petroff, Value Plus Fund Co-Portfolio Manager, discussed the attributes of the Heartland Value Plus Fund and it's goal of capturing the long-term upside potential of small-cap stocks while managing volatility. Listen to find out what the portfolio management team looks for in companies when building the portfolio.
The 2008 Market: Extreme volatility (mp3; 2:10)
Small Companies that pay dividends seem to be less volatile (mp3; 1:18)
Dividends: Capital appreciation, but also potentially lower volatility (mp3; 0:50)
Capital appreciation in small caps (mp3; 0:47)
Example: A stock holding examined through our 10 Principles of Value Investing™ (mp3; 2:08)
The presentation slides that accompanied the conference call can be viewed here.
Past performance does not guarantee future results. To obtain performance information current to the most recent month end, please visit the Funds' Returns pages of our website, or call 1-800-432-7856.
The Value Plus Fund invests in stocks of small companies that 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 Fund also invests in a smaller number of stocks (generally 30 to 60) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Fund’s returns.
The above individual is a Registered Representative of ALPS Distributors, Inc.