Heartland Opportunistic Value Equity Strategy’s Q2 2026 Investor Letter

Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for “Heartland Opportunistic Value Equity Strategy”. Second-quarter indices signaled a broadening market, but strong performance was mainly focused on a limited range of technology infrastructure and semiconductor stocks. The strategy returned 12.32% in the quarter, underperforming the Russell 3000 Value Index’s 14.02% gain. While security selection was positive in nine out of eleven...