Heartland Advisors, Inc.

Heartland Advisors is a boutique, independent investment firm. Our value-focused, actively managed product suite is offered through 3 mutual funds and 4 separately managed accounts.

Our approach is consistent across all products, but we believe each portfolio serves a distinct role and is constructed accordingly. Some emphasize dividends while others hold stocks with varying market caps. The ultimate goal of each is to provide superior risk adjusted returns and limit downside participation.

We define value using our proprietary, consistent, and time-tested 10 Principles of Value Investing™, and our Investment Team applies a bottom-up approach.

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