Heartland Advisors Opportunistic Value Equity Strategy’s Q1 2025 Investor Letter

Heartland Advisors, an investment management company, released its “Heartland Opportunistic Value Equity Strategy” first quarter 2025 investor letter. The strategy returned 0.90% (net of bundled fees) in the quarter, compared to a 1.64% return for the Russell 3000® Value Index. Stock selection varied during the quarter, exhibiting a positive selection effect in 5 out of 11 sectors, primarily driven by Utilities and Information Technology. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

A copy of Heartland Advisors Opportunistic Value Equity’s Q1 2025 investor letter can be downloaded here.