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 Value Plus Fund slightly underperformed in Q4 2025 due to avoiding unprofitable biotech companies, but remains highly optimistic for 2026, positioning into high-conviction value plays like WCC and LAMR as small-cap earnings growth is poised to outpace large caps.
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The Heartland Value Plus Fund slightly underperformed in Q4 2025 due to avoiding unprofitable biotech companies, but remains highly optimistic for 2026, positioning into high-conviction value plays like WCC and LAMR as small-cap earnings growth is poised to outpace large caps.
