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Heartland Value Fund Q4 2025 Attribution Analysis & Portfolio Activity
Seeking Alpha· 2026-01-20 07:00
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]
Artisan Value Income Fund Q3 2025 Portfolio Activity
Seeking Alpha· 2025-11-24 15:51
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]