Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here. 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.
Heartland Value Plus Fund highlighted stocks like FB Financial Corporation (NYSE:
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