Heartland Advisors, Inc.

Have you ever wondered how stock decisions are made for our portfolios? In a recent article, Yahoo Finance! features The Heartland Value Fund's process for selecting securities through the discussion of a portfolio holding, Alexander & Baldwin (ALEX). To learn more about why we chose this stock, read the article here: https://lnkd.in/gT6V6JxM Past performance does not guarantee future results. Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk. Value investments are subject to the risk that their intrinsic values may not be recognized by the broader market. As of 9/30/2024, Alexander & Baldwin, Inc. (ALEX) represented 0.63% of the Value Fund’s net assets.

At Heartland, we use our time tested 10 Principles of Value Investing™ to guide every buy and sell decision. Founded in the principles outlined by Benjamin Graham in The Intelligent Investor, Heartland’s investment philosophy seeks to identify quality businesses at compelling values. Take a look at our 10 Principles in Action! #valueinvesting   Learn more about Heartland’s process here: https://lnkd.in/gVtTvzy6

National Book Month was created by the National Book Foundation in 2003 to promote the importance of reading. At Heartland, we believe reading helps us to learn more, improve our understanding, and deepen our knowledge of many different ideas and philosophies. Therefore, to promote the value of reading, our team met to discuss different books and their takeaways, which impacted their personal or professional viewpoint and thinking. Enjoy Heartland’s Library, which showcases a variety of books and key takeaways involving investment knowledge, personal finance, leadership philosophies, and team building, all which play an important role to help us achieve our mission. #nationalbookmonth #reading #teambuilding 

Happy First Week of Fall! While you might be thinking of decorations and pumpkin pie, we are thinking CNEI. At Heartland, Constant Never-Ending Improvement (CNEI) is fundamental to helping us achieve our mission. We achieve CNEI personally, firm wide, professionally, and in our community, which, when all combined create a perfect whole, or in honor of fall—a pie!

Heartland’s Value Fund was delighted to sponsor the 15th hole at the The Wisconsin Country Club for a Golf Outing held for The Salvation Army. The Salvation Army is an organization with a focus on helping the community by providing resources to meet basic human needs, without discrimination. The money raised from this event will be used to support children’s programming and needs in Milwaukee County. Some of our own team Heartland team members were able to support this great organization while showing off their golf game! Go Team Heartland! #nonprofitorganization

Artificial intelligence and energy stocks have been making headlines, but is there more to the story? At Heartland, we believe in finding value where others aren’t looking. In a recent profile published by Hedge Fund Alpha, CEO Will Nasgovitz shares insights on how our contrarian approach, backed by our 10 Principles of Value Investing™, continues to uncover hidden opportunities in AI, energy, and beyond. Subscribers can read the full article from Hege Fund Alpha here: https://lnkd.in/gnewE4HS

We went out to the Ballgame! Our Heartland team and our friends and family were able to celebrate the end of summer with a terrific view of the Milwaukee Brewers in the Aurora Health Care Bullpen. We enjoyed spending time with our colleagues outside of the office while celebrating the Brewers scoring a couple home runs during the game! #corporateculture

Is there such a thing as too much? Massive, unrelenting inflows and all-consuming headlines seem to have turned #largecaps, especially large cap tech, into the delicious KitKats of the stock market. Is the remedy for this indigestion a small dose of small #value? In our latest article, “Too Much of a Good Thing?,” published in WealthManagement.com’s 2024 Midyear Outlook, Vice President and Partner Michael Kops shares historical data to support rebalancing — and moderation. Access the full article here: https://lnkd.in/gjgpeVMr

We are excited to share that our Small Cap Value Strategy has been recognized by PSN Informa as a PSN Top Gun as one of the best performing strategies for 2Q24. Through a combination of PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six categories in over 75 universes based on continued performance over time. On August 19, 2024, the Heartland Small Cap Value Strategy won the following awards for the quarter ended 6/30/2024: -4 Stars Micro Cap Universe - for having one of the top ten returns for the quarter in their respective strategy. -5 Stars Micro Cap Universe – for strategy’s returns exceeding the style benchmark for the three latest three-year rolling periods and then have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. -6 Stars Micro Cap Universe - for strategy’s returns exceeding the style benchmark for the three latest three-year rolling periods and have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group.   https://lnkd.in/gEqTwwgp

Want to join our fantastic team? We are currently looking for a Sales Enablement Specialist to perform qualitative and quantitative market analysis and help create and drive sales opportunities to help enhance Heartland’s sales strategy. If you or someone you know would be a good fit, please share this opportunity. #nowhiring #milwaukeejobs #careers https://lnkd.in/gsDjEfti