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Heartland Opportunistic Value Equity Strategy Q3 2025 Portfolio Activity
Seeking Alpha· 2025-11-04 10:00
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]