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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 9, 2025 | Heartland Value Plus Fund | 8.5% | 1.4% | BRC, MTRN, PBH, PHIN | Buybacks, dividends, earnings growth, small caps, valuation | Heartland notes that small-cap earnings have turned positive for the first time since 2021, driven by improving demand and policy easing. The fund emphasizes companies executing self-help strategiescutting costs, repurchasing shares, and raising dividendsto enhance margins and shareholder value. Strong contributors included Brady Corp, Phinia, and Materion, reflecting disciplined capital allocation amid rate cuts. | PBH MTRN PHIN BRC |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Bradford Evans | Materion Corporation | Materials | Specialty Chemicals | Bull | NYSE | Capacity, divestiture, EBITDA, guidance, Margins, recovery, semiconductors | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||