Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund declined 8.23% in the quarter, compared to a 7.7% loss for the Russell 2000 Value Index. The firm believes, this is a patient market, as expectations of better demand dynamics were put on hold during the quarter due to slowdown fears. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its first-quarter 2025 investor letter, Heartland Value Plus Fund...
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.