Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
The Heartland Mid Cap Value Fund underperformed in 3Q25 due to a headwind from not owning speculative AI cyclicals, but the PMs maintain strong discipline and anticipate a return to value fundamentals as economic and labor market risks rise.
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The Heartland Mid Cap Value Fund underperformed in 3Q25 due to a headwind from not owning speculative AI cyclicals, but the PMs maintain strong discipline and anticipate a return to value fundamentals as economic and labor market risks rise.
