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| BEST RESULTS |
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| 1. Value Investing Site Log In | Heartland Advisors |
| www.heartlandadvisors.com |
| Some Heartland Funds & Heartland Advisors materials are password-protected. Financial professionals: Register to access these resources. |
| 2. Heartland Funds – Account Selection |
| www3.financialtrans.com |
| To access your existing account or obtain forgotten login information, please find additional access links on the left-hand side of this page. |
| 3. Heartland Funds Account Resources for Value Mutual Funds … |
| www.heartlandadvisors.com |
| Contact the Shareholder Services Team at 800-432-7856, or send an email. The Team is available 8 a.m. to 7 p.m. CT, Monday to Friday. Prospectus|; Log … |
| 4. Welcome to the HTLF Retirement Plan Services Login! |
| www.retirementaccountlogin.com |
| For additional information on trading rules surrounding specific investments, please review the prospectus accordingly. Some mutual funds assess a “redemption … |
| 5. United Heartland: Workers’ Compensation & Risk Management |
| www.unitedheartland.com |
| United Heartland offers workers’ compensation insurance policies and risk management services including small business insurance, workplace safety programs. |
| 6. Log in | Heartland Farm Mutual |
| www.heartlandfarmmutual.com |
| For all Quotes, New Business, and Policy Changes, and Policy Inquiry (for policies that have renewed since January 1st, 2021). Login to Quantum Portal … |
| 7. Heartland Bank – Nebraska | Personal, Business & Agriculture Banking |
| www.myheartland.bank |
| Heartland Bank has been serving the financial needs of Nebraska for over a century. We specialize in Personal, Business and Agriculture Banking. |
| 8. Heartland Hospice |
| www.promedicahospice.org |
| As mutual care providers, we work closely with your health care professionals … the Heartland Hospice Memorial Fund has made more than 5,000 grants easing … |
| 9. Investments | HTLF Retirement Plan Services |
| www.htlfrps.com |
| Is your current investment advisory relationship free from biases? In an industry often tainted by conflict of interest with investment selection and mutual … |
| 10. Manage Your Fund | Truman Heartland Community Foundation |
| www.thcf.org |
| We are honored to partner with you to achieve your charitable goals. Login to the Donor Portal. All online grant requests must now be submitted through the … |
| ALTERNATE RESULTS |
| 1. [Login] |
| https://www.retirementaccountlogin.com/heartland/voiceupdate.aspx?RANDOMNUM=undefined |
| Some mutual funds assess a “redemption fee” for shares that are sold after being held for less than a certain period of time. This fee is a percentage of the share value. Please review the funds’ prospectus for Information about redemption fees. |
| 2. Value Investing Manager Site Map | Heartland Advisors |
| https://www.heartlandadvisors.com/Site-Map |
| ©2021 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856 |
| 3. iHeart Community Fund | Heartland Farm Mutual |
| https://www.heartlandfarmmutual.com/iheart |
| Heartland’s way of giving back Although we do business across Ontario, we remain a local company at heart…because of you! We know our agents, brokers and staff have strong ties in the communities where they work and live, so who better to help us find meaningful ways to give back locally. |
| 4. Value Investing History | Heartland Advisors |
| https://www.heartlandadvisors.com/About/History-of-the-Firm |
| 1984: Birth of the Value Fund. Heartland’s founder, Bill Nasgovitz, was part owner of The Milwaukee Company. He purchased a majority interest of the investment advisory subsidiary from his partners and began managing the Firm’s first mutual fund, the Heartland Value Fund. The Fund was designed with a singular focus on value investing, with … |
| 5. Value Investing Relationship Manager … – Heartland Advisors |
| https://www.heartlandadvisors.com/Contact-Us/Jeff-Kohl |
| Prior to joining Heartland, Kohl spent three years as a Financial Consultant with Smith Barney working with high net worth clients. He earned his master’s and bachelor’s degrees in marketing from the University of Wisconsin-Whitewater in 1989 and 1986, respectively. Work Experience. Heartland Advisors, 2019-present |
| 6. Harbor Funds |
| https://harborfunds.secureaccountview.com/BFWeb/clients/harborfunds/index |
| Distributed by Harbor Funds Distributors, Inc. Investors should carefully consider the investment objectives, risks, charges and expenses of a Harbor fund before investing. To obtain a summary prospectus or prospectus for this and other information is available at harborfunds.com or call 800-422-1050. Read it carefully before investing. |
| 7. Heartland Value Fund;Investor (HRTVX) | Barron’s |
| https://www.barrons.com/quote/mutualfund/us/xnas/hrtvx |
| Mutual Funds & ETFs: All of the mutual fund and ETF information contained in this display, with the exception of the current price and price history, was supplied by Lipper, A Refinitiv Company … |
| 8. Jensen Funds |
| https://www.secureaccountview.com/BFWeb/clients/jensen/index |
| For more complete information about The Jensen Funds including investment objectives, risks, fees and expenses, please go to prospectus, or call 800.992.4144. Read the prospectus or summary prospectus carefully before you invest or send money. Mutual fund investing involves risk, and principal loss is possible. |
| 9. AMG Funds | World Leader in Boutique Investing |
| https://www.amgfunds.com |
| The Fund seeks long term capital growth. Overall Morningstar Rating. Rated against 323 Foreign Large Value funds as of 11/30/2021. View Morningstar Details. AVERAGE ANNUAL RETURNS. Created with Highstock 6.1.1. 1YR 3YR 5YR INCEP -10% 0% 10% 20% 30%. TBGVX. MSCI EAFE 100% Hedged to USD Index. |
| 10. Heartland Value Investor (HRTVX) Quote | Morningstar |
| https://www.morningstar.com/funds/XNAS/HRTVX |
| Heartland Value Investor HRTVX … To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, their past ratings … |
| 11. Value Investing Site Registration | Heartland Advisors |
| https://www.heartlandadvisors.com/Create-Account |
| ©2021 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856 top |
| 12. Value Investing Senior Research … – Heartland Advisors |
| https://www.heartlandadvisors.com/About/Investment-Team/Edward-Wojciechowski |
| Edward Wojciechowski. Edward Wojciechowski, CFA, is a Senior Research Analyst working primarily with the Small Cap Value Team. He joined Heartland in February 2021. Previously, Wojciechowski was a U.S. Investment Analyst for Harris Associates – The Oakmark Funds, an investment advisor firm he started working for in 2005. |
| 13. Value Investing Research Michael Warecki | Heartland Advisors |
| https://www.heartlandadvisors.com/About/Investment-Team/Michael-Warecki |
| Michael Warecki is a Research Analyst working primarily with the Small Cap Value Team. He was a Research Intern during the summer of 2018 and joined the Investment Team full-time in 2019. Previously, Warecki served as a Mutual Fund Administrator at U.S. Bancorp Fund Services, a service provider to mutual funds, alternative investments and … |
| 14. Securities Class Action Clearinghouse: Case Page |
| https://securities.stanford.edu/filings-case.html?id=101639 |
| According to a press release dated March 7, 2006, Lawyers for shareholders of two defunct mutual funds run by Milwaukee’s Heartland Advisors Inc. want a fee of 30% of the $8.25 million settlement of a class-action lawsuit against Heartland’s accounting firm and $1 million in expenses, according to papers filed Monday. |
| 15. Novelty of Mutual Fund Charges Need 2nd Look | Courthouse … |
| https://www.courthousenews.com/novelty-of-mutual-fund-charges-need-2nd-look |
| Novelty of Mutual Fund Charges Need 2nd Look. CHICAGO (CN) – A federal judge must re-examine the novel charges a lawyer faces for the alleged inside trading of mutual fund shares, the 7th Circuit ruled. Jilaine Bauer worked as general counsel and chief compliance officer for investment brokerage company Heartland Advisors from 1998 to 2002. |
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