Heartland Advisors Opportunistic Value Equity Strategy’s Q4 2022 Investor Letter

Heartland Advisors, an investment management company, released its “Heartland Opportunistic Value Equity Strategy” fourth quarter 2022 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the strategy returned 13.42% Net of Advisory Fees compared to the Russell 3000 Value Index’s 12.18% return. The robust stock selection in the Information Technology and Healthcare sectors drove the strategy to outperform in the quarter. In addition, you can check the top 5 holdings of the fund to know its best picks in 2022.