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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 11, 2025 | Heartland Value Plus Fund | 1.9% | -6.5% | BRC, MTRN, PBH, PHIN | Auto Parts, Buybacks, Capital Allocation, dividends, materials, Rate Cuts, small caps, value | For the first time since 2021, small-cap earnings have been growing year-over-year, signaling improved demand dynamics. The Russell 2000 Index gained 12.39% in the quarter, outperforming the S&P 500. Small companies are likely beneficiaries of lower financing costs and growing risk appetite from the Fed's rate-cutting cycle. | PBH MTRN PHIN BRC NVST SIMO GTES |
View |
| 2025 Q3 | Oct 9, 2025 | Heartland Value Plus Fund | 8.5% | 1.4% | BRC, MTRN, PBH, PHIN | Auto Parts, Buybacks, Capital Allocation, dividends, earnings, Rate Cuts, small caps, value | For the first time since 2021, small-cap earnings have been growing year-over-year, signaling improved demand dynamics. The Russell 2000 Index gained 12.39% in the quarter, outperforming the S&P 500. Small companies are likely beneficiaries of lower financing costs and growing risk appetite from the Fed's rate-cutting cycle. | PBH MTRN PHIN BRC |
View |
| 2025 Q3 | Oct 28, 2025 | abrdn U.S. Small Cap Equity Fund | 5.1% | 8.3% | ANIP, DCO, EAT, FIVN, GPK, IAS, KBH, KN, KNSA, LGND, MTRN, NOG, QTWO, SMRT, SNEX, VERX, VIAV, WNS | Biotechnology, defense, infrastructure, Onshoring, Quality, small caps, US | The fund focuses exclusively on US small-cap stocks, with performance measured against the Russell 2000 Index. The manager remains optimistic about the long-term outlook for domestic small-cap stocks despite recent market turbulence. The strategy emphasizes higher-quality businesses that offer resilience to mitigate macroeconomic headwinds. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Heartland Value Plus Fund | Materion Corp. | Materials | Specialty Chemicals | Bull | NYSE | advanced materials, Beryllium, high-margin, portfolio optimization, Record Margins, semiconductors, Specialty-Metals, Technology Applications, vertically integrated | View Pitch |
| 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. | ||||||||