Heartland Advisors, an investment management company, released its first-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”. A copy of the letter can be downloaded here. Mid-cap stocks experienced initial gains due to improved market breadth; however, increasing geopolitical risks led investors to favor larger-cap companies perceived as safer. The firm remains committed to a valuation-driven strategy to navigate short-term risks while seeking long-term opportunities. The fund returned 4.09% in the quarter, outpacing the Russell Midcap® Value Index’s 3.68% return. Stock...
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