Strategy once again honored by Informa Investment Solutions’ PSN manager database for performance during both advancing and declining markets
MILWAUKEE, WI, September 04, 2019 /24-7PressRelease/ — Heartland Advisors has been named a “Top Gun” manager by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers, for the second quarter of 2019. Heartland’s Opportunistic Value Equity Strategy was recognized for top-ten results for performance during both up markets and down markets.
PSN awards “Bull and Bear Master” designations based on style adherence and advancing more than the market during upswings (upside capture ratio) and declining less than the market during downturns (downside capture ratio). The top-ten performers are selected based on the ratio of the upside capture ratio to the downside capture ratio for the latest three-year period.
Heartland’s Opportunistic Value Equity Strategy is co-managed by portfolio managers Will Nasgovitz and Colin McWey, CFA. Learn more about the strategy at heartlandadvisors.com.
Informa Investment Solutions is part of Informa Financial Intelligence, a leading provider of critical decision-making solutions and custom services to financial institutions. “Utilizing a proprietary blend of our clients’ top priority performance screens, PSN Top Guns ranks products in six proprietary star categories in over 50 universes. This is a highly anticipated quarterly ranking and is widely used by institutional asset managers and investors,” noted PSN in its award materials. Learn more and view a list of winners at https://financialintelligence.informa.com/productsites.
Established in 1983, Heartland Advisors, Inc. is an independently owned equity value investment manager based in Milwaukee, Wisconsin. As of June 30, 2019, the Firm managed approximately $1.5 billion. The Heartland family of value-driven, actively managed portfolios includes distinct domestic strategies, offered through four mutual funds and separately managed accounts. Learn more at heartlandadvisors.com.
Past performance does not guarantee future results.
Investing involves risk, including the loss of principal. There is no guarantee that a particular investment strategy will be successful.
The Opportunistic Value Equity Strategy seeks to capture long-term capital appreciation by investing in companies with market capitalizations greater than $500 million. The Strategy’s flexible pursuit of value positions it as a core holding for investors.
In addition to stocks of large companies, the Opportunistic Value Equity Strategy invests in stocks of small- and mid-cap companies that are generally less liquid than large companies. The performance of these holdings generally will increase the volatility of the strategy’s returns. Value investments are subject to the risk that their intrinsic values may not be recognized by the broader market.
The Heartland Funds are distributed by ALPS Distributors, Inc. Separately managed accounts and related investment advisory services are provided by Heartland Advisors, Inc., a federally registered investment advisor. ALPS Distributors, Inc. is not affiliated with Heartland Advisors, Inc.
CFA® is a registered trademark owned by the CFA Institute.
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