Heartland Advisors, an investment management company, released its first-quarter 2026 investor letter for the “Heartland Opportunistic Value Equity Strategy”. Improving market breadth was noted in the first quarter, but geopolitical instability in the Middle East disrupted this trend. Instead of speculating on the conflict’s duration or crude oil prices, the firm focuses on bottom-up fundamental analysis. The market also favored AI winners with high valuations and penalized losers. Against this backdrop, the strategy appreciated 3.66%, outperforming the Russell 3000 Value Index,...
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