Heartland Advisors, Inc.

Heartland's 1Q25 Mid Cap Value Commentary

Heartland's 1Q25 Value Plus Commentary

The importance of maintaining a balanced investment approach across various sectors, retaining both offensive and defensive positions, while sticking to Heartland's value investing process is highlighted by Michael Kops, Vice President of Heartland Advisors, and Andy Fleming, Portfolio Manager of the Value Plus Strategy it this quarters Value Plus podcast.

Heartland's 1Q25 Value Fund Commentary

Listen in to hear Michael Kops, Vice President at Heartland Advisors, and Will Nasgovitz, Portfolio Manager for the Heartland Value Fund, discuss economic uncertainty on markets and explain how a focus on micro-level investing can unveil hidden opportunities.

Heartland's 4Q24 Mid Cap Value Commentary

Listen in on an insightful discussion with Michael Kops, Vice President at Heartland Advisors, and Colin McWey, Portfolio Manager for the Heartland Mid Cap Value Strategy. Hear more on Heartland's unique two-bucket approach, designed to balance high-quality and deeply discounted investments.
Discover why sticking to value investing principles and adapting to evolving economic conditions may hold the key to successful portfolio performance in the year ahead.

Heartland's Value Plus Commentary 4Q24

Join Michael Kops, Vice President at Heartland Advisors, and Andy Fleming, Portfolio Manager for the Heartland Value Plus Strategy, as they dive into an insightful discussion, on the concept of 'green shoots' - the gradual business growth observed when companies transition from internal restructuring to market expansion.

Heartland's 4Q24 Value Fund Commentary

In this episode, Michael Kops, Vice President at Heartland Advisors, and Will Nasgovitz, Portfolio Manager for the Heartland Value Fund, dive into the current market euphoria following the recent election. They discuss what they believe as the seemingly unsustainable rise in large-cap growth stocks and identify unique opportunities in undervalued sectors such as materials.

Heartland's 3Q24 Mid Cap Commentary

In this episode, Michael Kops, Vice President at Heartland Advisors, engages in conversation with Troy McGlone, Portfolio Manager for the Heartland Mid Cap Value Strategy. 
The conversation highlights the performance of the Mid-Cap Value portfolio and dives into stock selection strategies that focus on quality value and deep value opportunities. The episode wraps up with a discussion on the importance of discipline in investing, emphasizing the continued use of Heartland's 10 Principles of Value Investing™.

Heartland's 3Q24 Value Plus Commentary

In this episode, Michael Kops, Vice President at Heartland Advisors, is joined by Andy Fleming, Portfolio Manager for the Heartland Value Plus Strategy.
They discuss the concept of "green shoots" in the market, highlighting companies that are improving post self-help initiatives. Andy emphasizes the importance of investing in companies with robust capital allocation policies, using Gates Industrial (GTES) and Hayward Holdings (HAYW) as prime examples of successful self-help stories leading to improved margins.
Despite some challenges in stock selection, the strategy saw gains in consumer discretionary, industrials, and materials. The episode concludes with a positive outlook on companies enhancing their financial and operational strength, while setting a promising tone for the future.

Heartland's 3Q24 Value Fund Commentary

Join Michael Kops, Vice President at Heartland Advisors, and Will Nasgovitz, CEO and Portfolio Manager for the Heartland Value Fund, as they discuss the Value Funds performance for Q3. 
Learn about how specific investments like Alexander and Baldwin and New Gold, illustrating Heartland's approach to balancing risk and opportunity. This episode offers a valuable perspective on navigating market changes and achieving consistent investment success while utilizing the 10 Principles of Value Investing™.

Heartland Advisors 2Q24 Mid Cap Commentary

In this episode, Vice President Michael Kops is joined by Portfolio Manager Colin McWey to discuss the performance and strategies of the Heartland Mid Cap Value Strategy. 
This conversation highlights examples of self-help stories within the portfolio, such as Fidelity Information Services (FIS) and Stericycle (SRCL), showcasing how strategic changes and internal improvements can drive long-term value. They also discuss J.B. Hunt Transportation Services (JBHT), emphasizing the importance of focusing on long-term potential over short-term performance.
Join us to gain valuable insights and hear more about the disciplined approach of Heartland's Mid-Cap Value Strategy.