Heartland Value Plus Fund’s Q1 2023 Investor Letter

Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” first quarter 2023 investor letter. A copy of the same can be downloaded here. In the first quarter, the Value Plus Investor Class of the fund returned 0.33% and the Value Plus Institutional Class returned 0.41% compared to -0.66% for the Russell 2000 Value Index. Investments in Industrials and Health Care contributed to the fund’s outperformance in the quarter. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.