Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” fourth quarter 2024 investor letter. The fund declined 1.79% in the quarter, compared to a 1.06% loss for the Russell 2000 Value Index. Although stock selection was modestly negative for the entire portfolio, the selection effect was most pronounced in the financial sector. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2024.
A copy of Heartland Advisors Value Plus Fund’s Q4 2024 investor letter can be downloaded here.Create a free account, or log in to read the full article
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