Media Mentions - Heartland in the News

Respected experts on value

Here's a listing of some of  the latest appearances and articles featuring Heartland Funds. Links are provided for articles and videos currently available on the Internet.

 

2010
August
  • The Wall Street Journal: Investors Look For Defensive Stock Plays As U.S. Market Slips, 8/11/10
    Dave Fondrie, Select Value Fund Portfolio Manager, comments on "how a market sell-off can help identify stocks trading near book value or historical lows in terms of valuation."
July
June
May
  • Chicago Tribune: Mutual Fund Managers That Might Earn Your Trust - 5/27/10
    Heartland's portfolio managers all own a stake in their funds. Author Gail Marksjarvis suggests that "if your fate and the fund manager's fate are intelinked, you will experience the best that manager has to offer".
     
  • Morningstar:  Analyst Report - Heartland Select Value Fund -5/13/10 
    Ryan Leggio of Morningstar says this fund has been on an extended tear.
April
February
January
2009
December
November
October
  • Morningstar: Micro-Cap Wallflowers Ready to Bloom - 10/21/09 (video) 
    "Heartland Value Fund's Bill Nasgovitz says there are still bargains among micro-cap stocks and offers two recent picks with a catalyst for growth".
September
August
June
April
March
February
January
2008

October
  • Fortune: Investing: Your Money at Work - 10/13/08 
    "With Wall Street imploding and stocks hitting bear territory, this volatile market is more confusing than ever." This article offered tips on how to "navigate through the chaos."
  • The Wall Street Journal: Loss Avoidance - 10/2/08
    "Heartland Value Plus eked out a tiny gain for the past 12 months as many funds slipped badly."
     
  • Louis Rukeyser's Mutual Funds: Bailouts Aren't for Everyone - 10/1/08
    "Doom and gloom rule the day in the press, while the languishing US economy has cast a pall over many portfolios. But this fund's manager remains optimistic, diligently uncovering undervalued stocks that offer investors both growth and income."
September
August
  • Reuters: Heartland Advisors Likes Insurance Brokers, Energy - 8/28/09
    "There's value to be found in areas like insurance brokerages, North American natural gas and some industrials, according to portfolio manager Brad Evans."
     
  • Kiplingers: Little Dogs With Big Fight - 8/21/08
    "In a losing market, Heartland Value Plus is winning with cheap, small-company stocks."
     
  • SmartMoney: Price/Earnings Ratios Can Be Misleading in This Market - 8/19/08
    "What should investors be looking for, and what companies could benefit from a second look?" The price/earnings ratio (P/E) can be useful when looked at along with a firm's profitability.
     
  • MarketWatch: Small-Cap Mutual Funds Living Large - 8/15/08
    [Portfolio manager Brad] "Evans looks for small caps that pay dividends. This not only adds to returns and lowers the effects of volatility, but also says something about a company".
July
  • SmallCapInvestor.com:  - Roundtable Parts 1 through 5 - 7/29/08
    Value Plus Fund Portfolio Manager Brad Evans' Favorite Small-Cap Stocks.
      
  • Barrons: Juiced on Energy - 7/14/08
    A conversation with Brad Evans, Lead Manager, Heartland Value Plus Fund.
     
  • The Milwaukee Journal-Sentinel: There's an Upside to Beaten-Down Companies - 7/13/08
    "Some financial stocks are looking attractive: 2 without big loan problems capture fund's attention."
     
  • SmartMoney: Patience Pays Off for Ben Graham Disciples - 7/2/08
    Portfolio manager Adam Peck explains how identifying a catalyst (one of Heartland's 10 Principles of Value Investing™) is a key criteria in our stock picking process.
  • US News & World Report: Small Caps in a Risky Market - 7/1/08
    Portfolio Manager Adam Peck says that small cap stocks that pay dividends could lead the rebound when stocks start to rise again.

 

 

Portfolio holdings and manager views expressed in this section are as of the date noted on each document and are subject to change without notice. Any discussion of portfolio holdings are intended as illustrations of investment strategy, not as recommendations. Not all portfolio holdings experienced similar results as those listed. Some holdings may have lost value. Fund returns and rankings are as of the stated time period only and may differ from current results.

Annually, Lipper, an independent monitor of mutual funds, determines the fund classification winner over 3, 5 and 10 years based on the highest Lipper Leader for Consistent Return value within each eligible classification. Consistent Return reflects funds' historic  returns, adjusted for volatility, relative to peers and relies on monthly data.

Lipper does not guarantee the accuracy of this information. As of July 31, 2010, the Fund's Lipper numeric rankings were 2 of 93, 6 of 214, 18 of 279 and 75 of 340 for the 10, 5, 3 and 1-year periods, respectively. As of December 31, 2009, the Fund's Lipper numeric rankings were 2 of 103, 1 of 218, 3 of 281 and 61 of 347 for the 10, 5, 3 and 1 year periods, respectively. The Heartland Select Value Fund had a negative average annual return for the 3-year period as of December 31, 2009. As of December 31, 2008, the Fund was ranked 2 of 98, 10 of 238, 39 of 307 and 63 of 389 for the 10, 5, 3 and 1 year periods, respectively. The Heartland Select Value Fund had a negative average annual return for the 3 and 1 year periods as of December 31, 2008. As of December 31, 2007, the Fund was ranked 5 of 95, 25 of 267, 33 of 332 and 106 of 441 for the 10, 5, 3 and 1 year periods, respectively. The Heartland Select Value Fund had no negative average annual returns over the 10, 5, 3 and 1 year periods as of December 31, 2007. As of December 31, 2006, the Fund was ranked 2 of 99, 12 of 252, 25 of 340 and 278 of 443 for the 10, 5, 3 and 1 year periods, respectively. The Heartland Select Value Fund had no negative average annual returns over the 10, 5, 3 and 1 year periods as of December 31, 2006.


Bill Nasgovitz, Brad Evans, Adam Peck, and Will Nasgovitz are registered representatives of ALSP Distributors, Inc.

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