Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” first quarter 2025 investor letter. 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.
A copy of Heartland Advisors Value Plus Fund’s Q1 2025 investor letter can be downloaded here.Create a free account, or log in to read the full article
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