In this video, Bill Nasgovitz, President and Portfolio Manager of the Heartland Value Fund, provides a compelling case for value investing with a chart showing the value of a hypothetical $1 investment on 12/31/78 through 3/31/10 in 8 different investing styles.
Video Transcript
Chart: The Case for Value Investing
Source: Furey Research Partners, Custom Research & Analysis
Past performance does not guarantee future results.
Value-based investments may be subject to the risk that the broad market may not recognize their intrinsic worth. An investment in the Funds involves risks, including loss of principal.
The statements and opinions expressed in the video are those of the presenter. Any discussion of investments and investment strategies represents the Funds' investments and portfolio managers' views as of the date of the video, and are subject to change without notice. All information is historical, not indicative of future results and subject to change. Audience should not assume that an investment in the securities mentioned was or would be profitable in the future. This information is not a recommendation to buy or sell.
The above individual is a Registered Representative of ALPS Distributors, Inc.
Small-cap Value = Russell 2000 Value Index; All Value = Russell 3000 Value Index; Large-cap Value = Russell 1000 Value Index; Large-cap = Russell 1000 Index; Small-cap = Russell 2000 Index; Large-cap Growth = Russell 1000 Growth Index; All Growth = Russell 3000 Growth Index; Small-cap Growth = Russell 2000 Growth Index.
Definitions:
Russell 1000 Index measures the performance of the large cap segment of the U.S. equity universe. It is a subset of the Russell 3000 Index and includes approximately 1,000 of the largest securities based on a combination of their market cap and current index membership. It represents approximately 90% of the U.S. market. It is not possible to invest directly in an index.
Russell 1000 Growth Index measures the performance of the broad growth segment of the U./S. equity universe. It includes those Russell 3000 companies with higher price-to-book ratios and higher forecasted growth values. It is not possible to invest directly in an index.
Russell 1000 Value Index measures the performance of the 1000 companies with lower price-to-book ratios and lower forecasted growth values. It is not possible to invest directly in an index.
Russell 2000 Index includes the 2,000 firms from the Russell 3000 Index with the smallest market capitalizations. All indices are unmanaged. It is not possible to invest directly in an index.
Russell 2000 Growth Index measures the performance of the small-cap growth segment of the U.S. equity universe. It includes those Russell 2000 companies with higher price-to-value ratios and higher forecasted growth values. All indices are unmanaged. It is not possible to invest directly in an index.
Russell 2000 Value Index measures the performance of those Russell 2000 companies with lower price-to-book ratios and lower forecasted growth values. All indices are unmanaged. It is not possible to invest directly in an index.
Russell 3000 Growth Index measures the performance of the broad growth segment of the U.S. equity universe. It includes those Russell 3000 companies with higher price-to-book ratios and higher forecasted growth values.
Russell 3000 Value Index measures the performance of those Russell 3000 Index companies with lower price-to-book ratios and lower forecasted growth values. All indices are unmanaged. It is not possible to invest directly in an index.
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