Heartland Select Value Fund - HRSVX
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average rating: 3.33 / 3 ratings
DESCRIPTION:

Date updated:12-04-2007

Heartland Select Value Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term capital appreciation. The Fund invests in equity securities of companies with market capitalizations in excess of $500 million whose current market prices are believed to be undervalued relative to their intrinsic value.

From Barron's 7-9-07:

"Heartland has long been known as first-rate small-cap stock picker, using a value-oriented approach that weaves together almost a dozen variables, including insider trading activity and technical analysis.

But in company also has a solid multi-cap fund, the Heartland Select Value Fund over the past decade, the fund has generated a 13.7% annualized return, besting the Standard & Poor's 500 by almost six percentage points a year. The fund has also handily outperformed the S&P 500 over the past five and three-year periods.

Recently, Barron's Online caught up with Will Nasgovitz, one of the fund's four portfolio managers and the 29-year-old son of the firm's founder, Bill Nasgovitz."

Current Returns:
1 yr: +4.44
3 yr: +12.15
5 yr: +16.02

From 10-31-07

symbol name last price % change open
  • +
  • PNR
    Pentair Inc
  • $30.50
  • -0.55%
  • $30.59

From Barron's 7-9-07: "We love to see that when a stock has bad news, the stock doesn't go down that day. That is a great indicator for us. We might even see some insider buying at that point. . A classic example of that is a busted growth story, Pentair, a good mid-cap stock."

People owning PNR also tend to own: FOMWAAGZ.BECBIFLSIEXITT

TheStreet.com Rating: B- What is this?

  • +
  • AIN
    Albany Intl Cp Cl
  • $19.47
  • +0.41%
  • $19.17

From Barron's 7-9-07: Q: I notice management experience is one of the criteria you use in selecting a stock. Give me an example of a management team that really blows your socks off. A: The management team at Albany International...Albany sells to the Bowater, to Weyerhaeuser, to many major paper companies. They sell presses, drying fabric, forming fabric, the stuff that is really, really important in terms of the quality of the paper and the efficiency of the mill. And there is a significant amount of recurrent revenue. Albany is the market leader in this business. They have been in it for over 100 years. They have 30% market share, and their next largest competitor is at 15%. So I think this is a great management team and they are making the right moves."

People owning AIN also tend to own: ABYBMSBOWIPKAILPXMWV

TheStreet.com Rating: D+ What is this?

  • +
  • GR
    Goodrich Corporat
  • $60.85
  • +0.71%
  • $60.42

No Analysis added

People owning GR also tend to own: CACLECSCOFITBGEKMPKR

TheStreet.com Rating: B What is this?

  • +
  • MTZ
    Mastec Inc.
  • $12.45
  • +1.30%
  • $12.25

No Analysis added

People owning MTZ also tend to own: BATMCEODEOENCOLFCMALL

TheStreet.com Rating: B What is this?

  • +
  • HRB
    H R Block Inc
  • $20.38
  • -0.10%
  • $20.36

No Analysis added

People owning HRB also tend to own: DEBSDLXEXPOKCPLENLIZMDC

TheStreet.com Rating: No Rating What is this?

  • +
  • APC
    Anadarko Petroleu
  • $61.29
  • -0.66%
  • $61.39

No Analysis added

People owning APC also tend to own: ACIAINVANRBBDBTUCHKCMCSK

TheStreet.com Rating: C What is this?

  • +
  • GE
    Gen Electric Co
  • $15.59
  • -1.08%
  • $15.66

No Analysis added

People owning GE also tend to own: AIGBACCCOPCVXFNMJNJ

TheStreet.com Rating: C What is this?

  • +
  • GLT
    Glatfelter
  • $10.80
  • -0.46%
  • $10.74

No Analysis added

People owning GLT also tend to own: ADMCOFMMMMRVLNYXRSYHOO

TheStreet.com Rating: B- What is this?

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