On March 18, 2009 Will Nasgovitz, Value Fund Co-Portfolio Manager, discussed consumer confidence and the opportunities we're finding despite the uncertain markets. Watch the webinar to find out why Heartland is optimistic, and how the portfolio management team is positioning the Value Fund for the future.
Watch the webinar replay of the Value Fund presentation.
Download a copy of the presentation. ( pdf)
Portfolio holdings and manager views are subject to change without notice, and discussions of portfolio holdings are intended as illustrations of investment strategy, not as recommendations. As of December 31, 2008, RailAmerica Incorporated, Hi/Fn Incorporated, and Hampshire Group Limited represented 0.00%, 0.35% and 0.20% of the Fund's total net assets, respectively. Not all portfolio holdings eperienced similar results as those listed. Some holdings may have lost value.
All information in the article is as of 2/2/09, as published by Forbes Magazine. Forbes’ Fund Survey ranked 57 fund families with at least three U.S. equity funds, each holding a minimum of $25 million in assets, totaling 899 U.S. equity funds. The criteria for the survey included: 1) fund families’ composite stock market performance; 2) fund families’ 20-year average expenses and current expenses; and 3) quality of customer service based on a phone survey to 29 fund firms. Composite stock market performance is a weighted average of 20 one-year periods of all of the family’s U.S. equity funds in operation for that year.
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 Fund invests primarily in small companies selected on a value basis. Such securities generally are more volatile and less liquid than those of larger companies and there is risk that the broad market may not recognize the intrinsic value of such securities.
The above individual is a Registered Representative of ALPS Distributors, Inc.