Heartland Value Plus Fund Insti Class Shs (HNVIX)
Heartland Value Plus Fund Insti Class Shs operates in the Asset Management industry of the Financial Services sector, headquartered in Milwaukee, WI, US. The stock last traded at $44.54, up 0.45% on the session, giving a market capitalisation of $334.8M. Its beta of 0.96 implies it has historically moved less than the broad market.
This investment vehicle strives to achieve substantial long-term growth for its capital and generate a moderate stream of current income. It employs a focused investment strategy, primarily allocating capital to a select portfolio of typically 40 to 70 common equities from smaller enterprises, chosen based on their intrinsic value. A significant portion of its holdings generally consists of common shares that pay dividends. Upon initial acquisition, the fund predominantly targets companies with market valuations ranging from $250 million to $4 billion.
Heartland Value Plus Fund Insti Class Shs is most often compared with the following Financial Services names: