Heartland Advisors Value Fund’s Q4 2024 Investor Letter

Heartland Advisors, an investment management company, released its “Heartland Value Fund” fourth quarter 2024 investor letter. The fund was up 1.97% in the fourth quarter compared to a 1.06% fall for the Russell 2000 Value Index. The fund outperformed the benchmark over the past 1, 3, and 5 years. As in the previous 1, 3, and 5 years, stock selection accounted for almost all of the fourth-quarter outperformance. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2024.

A copy of Heartland Advisors Value Fund’s Q4 2024 investor letter can be downloaded here.