White Papers & Value Essays

These educational essays offer an analytic look at several of the investment strategies employed by Heartland.

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• "Risk & Return: How Active Management and Non-Correlated Returns can Reduce Risk"
  How active managment and non-correlated returns can reduce risk.

• "An Investor's Opportunity to Cover the Bases"
  We challenge the assumption that allocation decisions should be constrained within narrow capitalization ranges.

• "Small-Cap Stocks & Dividends:  A Powerful Combination"
  Dividend-paying small-cap companies offer long-term potential capital appreciation with lower volatility.