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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
The Heartland Mid Cap Value Fund's 2Q25 commentary highlights a challenging second quarter where the Strategy lost 0.22% (Investor Class) and 0.07% (Institutional Class), underperforming the Russell Midcap Value Index's 5.35% return. This underperformance was...
— Colin McWey, Will Nasgovitz, Troy McGlone
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