Heartland Advisors Inc

Heartland Advisors Inc. is a boutique investment firm headquartered in Milwaukee, Wisconsin. As an independent company with 29 employees, Heartland Advisors focuses on providing value-focused, actively managed investment solutions. The firm offers its investment strategies through three mutual funds and four separately managed accounts. Heartland Advisors tailors each portfolio to serve a specific purpose, some emphasizing dividends for income generation while others prioritize risk diversification across various market capitalization stocks. The common goal across all portfolios is to deliver superior risk-adjusted returns and minimize potential losses. Heartland Advisors distinguishes itself through its proprietary "10 Principles of Value Investing" framework. This time-tested approach guides the investment team's bottom-up analysis, which combines traditional fundamental research with direct engagement with management teams, competitors, and end clients of potential investments. Interested parties can learn more about Heartland Advisors and its investment solutions by visiting their website at heartlandadvisors.com or by contacting them directly through the provided contact information on their website.