Heartland Advisors
Heartland Advisors Small Cap Value Plus Strategy
US Small-cap Value
Jun 2025 → Sep 2026
Our archive holds 3 letters from this strategy and positions in 11 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 2 years · follow all of Heartland Advisors for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD · Small Cap Value Plus Composite (Net of Advisory Fees)
- YTD+15.2%index +17.0%
- 1Y+15.0%index +20.8%
- 3Y · /yr+7.9%index +17.9%
- 5Y · /yr+3.5%index +7.8%
- 10Y · /yr+8.6%index +9.4%
- Inception · /yr+7.2%index +8.1%
Index: Russell 2000 Value
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Heartland Advisors Small Cap Value Plus Strategy | +15.2% | +15.0% | +7.9% | +3.5% | +8.6% | +7.2% |
| Russell 2000 Value | +17.0% | +20.8% | +17.9% | +7.8% | +9.4% | +8.1% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
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