Heartland Advisors, an investment management company, released its “Heartland Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. 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...
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