Heartland Advisors Value Fund’s Q1 2024 Investor Letter

Heartland Advisors, an investment management company, released its “Heartland Value Fund” first quarter 2024 investor letter. During the quarter the fund outperformed the Russell 2000 Value Index returning 6.7% versus 2.9% for the benchmark. Stock selection in the Financial, Industrials, and Consumer Discretionary sectors led the fund to outperform in the quarter. In addition, you can check the top 5 holdings of the fund to know its best picks in 2024.

A copy of Heartland Advisors Value Fund’s Q1 2024 investor letter can be downloaded here.