Core Insights - The Heartland Opportunistic Value Equity Strategy reported a return of 0.79% for Q4 2025, underperforming the Russell 3000® Value Index, which increased by 3.78% [2] Group 1 - The stock selection within the strategy was mixed, with 8 out of the selected stocks performing variably [2]

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]