Latest updates for Heartland Advisors

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Recent items include:

  • Heartland Value Strategy Q2 2026 Commentary
  • Heartland Value Plus Fund Q2 2026 Commentary
  • Heartland Value Strategy Q2 2026 Attribution Analysis And Portfolio Activity

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seekingalpha.com /1 month ago

Heartland Value Strategy Q2 2026 Commentary

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seekingalpha.com /1 month ago

Heartland Value Plus Fund Q2 2026 Commentary

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seekingalpha.com /1 month ago

Heartland Value Strategy Q2 2026 Attribution Analysis And Portfolio Activity

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seekingalpha.com /1 month ago

Heartland Value Plus Fund Q2 2026 Portfolio Review

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wealthmanagement.com /6 days ago

Transamerica, Great Lakes Advisors Expand Partnership to Managed Accounts

Advisors in Transamerica’s network will now have access to Great Lakes Advisors’ Large Cap Value UMA and SMA strategy.

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seekingalpha.com /1 month ago

Harding Loevner Global Developed Markets Equity Q2 2026 Commentary

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seekingalpha.com /1 day ago

Hartford Conservative Allocation Fund Q2 2026 Commentary

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wealthprofessional.ca /1 month ago

Wisconsin asset manager enters Canadian ETF market with new US equity funds

US mid cap and large cap funds bring active management to TSX investors

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wealthprofessional.ca /1 month ago

Expertise, leadership in the alternatives space

Chad Larson, partner and senior portfolio manager at MLD Wealth, explains how his team manages a leading alts portfolio  

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businessjournaldaily.com /1 month ago

Earnings Season Heats Up | The Investors Edge

By John StewartChief Investment Officer at Farmers Trust Co...

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wealthmanagement.com /6 days ago

$1.2B Legacy Edge Names Ex-Citizens Wealth Head as CEO

One of the founders of Legacy Edge Advisors, Scott Israel, said the firm had reached the point where it needed a CEO to oversee growth, including adding more advisors and assessing...

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wealthmanagement.com /2 weeks ago

High Stock Valuations Push Advisors Toward Private Markets

Stretched public equity prices and rising infrastructure demand are driving wealth managers to expand allocations beyond traditional stocks and bonds.

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seekingalpha.com /1 month ago

FMI Large Cap Equity Q2 2026 Review

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wealthprofessional.ca /1 month ago

Advisors see opening as protection overtakes growth in American Dream

New index finds consumers favoring stability over wealth building amid cost pressures.

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alternativecreditinvestor.com /3 weeks ago

Homestead secures ‘significant commitments’ at first close of agri private credit fund

Farmland investor Homestead Capital has announced the first close of its inaugural agriculture private credit fund, anchored by a $150m (£110.6m) commitment from the private credit...

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wealthmanagement.com /2 weeks ago

Tax, Wealth Firm HBK Sells Stake to External Investor H.I.G.

The investment, which includes $7.7 billion HBKS Wealth Advisors, is one of three stakes that a wealth practice has sold this week to an outside investor.

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qchron.com /1 month ago

Hedgeye Asset Management Marks One-Year Anniversary of HECA and HGRO ETFs

One Year After Launch, HECA Surpasses $300 Million in Assets and HGRO Tops $125 Million; Both ETFs Now Available on LPL Financial's Platform

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seekingalpha.com /3 weeks ago

Baird Equity Opportunity Fund Q2 2026 Commentary And Market Outlook

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seekingalpha.com /2 days ago

Hercules Capital: 11% Yield Backed By Record Performance

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seekingalpha.com /1 week ago

Janus Henderson Developed World Bond Fund Q2 2026 Commentary

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seekingalpha.com /1 month ago

Thrivent Large Cap Growth Fund Q2 2026 Commentary

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seekingalpha.com /2 weeks ago

John Hancock Alternative Asset Allocation Fund Q2 2026 Commentary

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wealthmanagement.com /4 weeks ago

Developers, Advisors Position for Opportunity Zone 2.0 Investments

Financial advisors report growing client interest as the permanent program offers enhanced tax benefits and a 30% reduction for rural zone investments.

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wealthmanagement.com /1 month ago

13 Investment Must Reads for This Week (July 21, 2026)

Jan van Eck sounds off on the state of markets for the rest of the year and beyond. Morningstar explains why only one of the recent semiliquid funds it rated earned a bronze medali...

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Sources covering Heartland Advisors

seekingalpha.com

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wealthprofessional.ca

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businessjournaldaily.com

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seekingalpha.com

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p2pfinancenews.co.uk

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qchron.com

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