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.