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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
Buyside Digest is not affiliated with, and does not endorse, Heartland Mid Cap Value Fund. This analysis is provided for institutional research purposes only and is not investment advice.
"Heartland Mid Cap Value outperformed in Q1 as market volatility created attractive entry points for patient value investors. Federal policy uncertainties drove broad market weakness, but the fund's two-bucket approach captured opportunities in quality names like Teledyne, Middleby, and Perrigo."
Heartland Mid Cap Value outperformed in Q1 as market volatility created attractive entry points for patient value investors. Federal policy uncertainties drove broad market weakness, but the fund's two-bucket approach captured opportunities in quality names like Teledyne, Middleby, and Perrigo. Stock selection improved as risk aversion returned, positioning the fund well for long-term outperformance.
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