Heartland Advisors, an investment management company, released its “Heartland Value Fund” first quarter 2025 investor letter. The fund was down 5.63% in the first quarter compared to a 7.74% fall for the Russell 2000 Value Index. The fund outperformed the benchmark over the past 1, 3, and 5 years. Stock selection accounted for almost all of the first-quarter outperformance, specifically strong in Energy, Financials, Technology, Real Estate, and Consumer Discretionary. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
A copy of Heartland...Create a free account, or log in to read the full article
No credit card required.
We may use your email to send marketing emails about our services. Click here to read our privacy policy.