It is easy to invest in an index fund — they can have very low expenses and provide diversification. But there can also be some hidden risks you might not think about during good times for the broad stock market.
Heartland Advisors is based in Milwaukee and has about $1.8 billion in assets under management. It describes its style as value-oriented, with a focus on dividends and limiting downside participation in the stock market. Evans has co-managed the Heartland Value Plus Fund since 2006. The five-year outperformance goes back to one of Heartland’s goals: limited downside capture. During 2022, when the Russell 2000 Value Index fell 14.5%, both classes of the Heartland Value Fund declined only 5%.
Evans said that small-cap stocks with relatively modest dividend yields tend to outperform those with high yields over time because “the dynamic around high-yielders implies that dividends may be cut.” “We hold an attractive portfolio of 40 healthy companies. They have good management teams that are allocating capital wisely,” he said, describing a process that includes proprietary internal research to highlight “hidden gems” in the market, combined with “due diligence” that includes meeting with corporate management teams.
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