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October 22, 2021
Heartland Advisors, an investment management firm, published its “Heartland Mid Cap Value Fund” third-quarter 2021 investor letter – a copy of which can be seen here.
May 14, 2021
AMERCO (UHAL) is Heartland Advisors’ Top Contributor, Here’s Why Heartland Advisors, an investment management firm, published its “Heartland Mid Cap Value Fund” first quarter 2021 investor letter – a copy of which can be downloaded here. A return of 15.81% was delivered by the fund’s institutional class shares for the Q1 of 2021, outperforming its Russell Midcap® Value benchmark that delivered a 13.05% return for the same period. You can view the fund’s top 5 holdings to have a ...
May 14, 2021
Is PS Business Parks Inc. (PSB) A Smart Long-Term Buy? Heartland Advisors, an investment management firm, published its “Heartland Mid Cap Value Fund” first quarter 2021 investor letter – a copy of which can be downloaded here. A return of 15.81% was delivered by the fund’s institutional class shares for the Q1 of 2021, outperforming its Russell Midcap® Value benchmark that delivered a 13.05% return for the same period. You can view the fund’s top 5 holdings to have a peek at their ...
May 14, 2021
Should You Invest in Post Holdings Inc. (POST)? Heartland Advisors, an investment management firm, published its “Heartland Mid Cap Value Fund” first quarter 2021 investor letter – a copy of which can be downloaded here. A return of 15.81% was delivered by the fund’s institutional class shares for the Q1 of 2021, outperforming its Russell Midcap® Value benchmark that delivered a 13.05% return for the same period. You can view the fund’s top 5 holdings to have a peek at their top bet...
May 13, 2021
Heartland Advisors, an investment management firm, published its “Heartland Mid Cap Value Fund” first quarter 2021 investor letter – a copy of which...
April 7, 2021
Hi everyone. Quick heads up that later in this episode we ask our guest John Rogers a question about the stock of Viacom Corporation. Subsequent to recording the episode, Viacom’s stock got pulled down in connection with the implosion of the Archegos hedge fund. That explains why Viacom’s sharp recent pullback isn’t mentioned--it hadn’t happened at the time we interviewed John. Hope you enjoy the episode. Christine Benz: Hi, and welcome to The Long View. Im Christine Benz, director of ...
February 25, 2021
Real Estate Equity Strategist Lists Her Favorite 2021 Picks February 25, 2021 Nina Jones, Portfolio Manager, T. Rowe Price, Real Estate Equity Strategy Nina Jones, CPA, is the portfolio manager for the Global Real Estate Equity and U.S. Real Estate Equity Strategies at T. Rowe Price. She is also chairman of the Investment Advisory Committee for the U.S. Real Estate Equity Strategy. Ms. Jones is also a vice president and advisory committee member of the Financial Services and Mid-Cap Value stra...