The combination of small-cap and international stocks presents a serious challenge when it comes to researching such generally under-followed names. Although many of these companies could be growing earnings at a steady clip, they also suffer from the lack of a loyal investor base. Michael Jolin, Senior Equity Research Analyst
The Heartland Select Value Fund is focused on company valuations, not market cap. Portfolio manager Ted Baszler looks for stocks across the market cap spectrum that trade at compelling valuations to the company’s intrinsic worth. The Fund utilizes Heartland’s time tested investment process known as the 10 Principles of
The small- and micro-cap segments of the stock market provide excellent opportunities to investors with a research bias and continuous monitoring of select businesses and management teams. Will Nasgovitz, portfolio manager of the Heartland Value Fund, speaks about the consistent implementation of the firm’s principles of value investing.
The majority of small cap fund managers will typically keep their eyes on companies that
are poised for rapid growth. At the Heartland Value Plus Fund, portfolio manager Adam Peck looks to find companies that are out of favor but have the qualities of healthy businesses with a history of growing
