Heartland Opportunistic Value Equity Strategy Q3 2025 Portfolio Activity

Core Insights - The Heartland Opportunistic Value Equity Strategy achieved a gain of 4.65% in Q3 2025, underperforming the Russell 3000® Value Index, which increased by 5.63% [2] Performance Analysis - Stock selection was positive in 5 of the sectors analyzed, indicating some successful investment choices despite overall underperformance relative to the benchmark [2]