Heartland Advisors, an investment management company, released its “Heartland Opportunistic Value Equity Strategy” fourth-quarter 2025 investor letter. Large- and mega-cap stocks posted another quarter of outperformance in Q4, despite a brief broad-based performance across market caps. The Russell 2000® Index of small stocks returned 2.19% in the quarter, lagging the 2.66% gain for the S&P 500. The market remains uncertain on the definitive long-term winners from the proliferation of AI. To navigate economic uncertainty, the strategy adheres to its 10 Principles of Value Investing by...
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