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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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Buyside Digest is not affiliated with, and does not endorse, Heartland Value Fund. This analysis is provided for institutional research purposes only and is not investment advice.
"Heartland Value Fund outperformed its benchmark in Q1 2026 as small caps initially surged before Iran war concerns favored large caps."
Heartland Value Fund outperformed its benchmark in Q1 2026 as small caps initially surged before Iran war concerns favored large caps. The fund believes the long-term rotation to small value remains intact given attractive 11.3x forward earnings multiple versus 17.3x for broader markets. Multiple portfolio holdings were acquired, validating their value thesis and disciplined approach.
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