Core Insights - The Artisan Value Income Fund achieved a return of 2.21% in Q4 2025 and finished the year with a total return of 10.03% for the investor class [5] - Over the past three years, the portfolio has generated an approximate annualized return of 10% [5] Performance Summary - The portfolio's Q4 return was 2.21% [5] - The total return for the year was 10.03% for the investor class [5] - The annualized return over the last three years is around 10% [5]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Insights - The Heartland Value Fund achieved a return of 2.61% in Q4 2025, underperforming the Russell 2000® Value Index, which returned 3.26% [2] Performance Summary - The performance of the Heartland Value Fund in Q4 2025 was lower than that of the benchmark index, indicating potential challenges faced by the fund during this period [2]

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Group 1 - The commentary highlights that despite a general market rally, there are still opportunities in unloved and out-of-favor businesses [4] - The Artisan Value Income Fund initiated new positions in Q3, indicating a strategic approach to capitalize on undervalued assets [4]