Heartland Advisors, an investment management company, released its third-quarter 2025 investor letter for its “Heartland Opportunistic Value Equity Strategy.” In Q3, trends from Q2 continued, with rising optimism about the AI boom and increased electricity demand driving large- and mid-cap growth stocks to new highs, regardless of business model quality or valuation. The strategy returned 4.65% in the quarter, compared to a 5.63% return for the Russell 3000 Value Index. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
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