CMCO - Heartland Small Cap Value Strategy Q1 2025 Commentary
2025-06-04 23:30:00 ET
Summary
- The Heartland Small Cap Value Strategy outperformed its benchmark for the quarter and also the past 1, 3 and 5 years.
- The macroeconomic outlook may be unclear, but focusing on the micro reveals how much value there is in this market.
- Identifying opportunities amid widespread fear is what active management is all about, and stock selection continues to drive our results.
Composite Returns*
3/31/2025
| Since Inception (%) | 10-Year (%) | 5-Year (%) | 3-Year (%) | 1-Year (%) | YTD (%) | QTD (%) | |
|---|---|---|---|---|---|---|---|
| Small Cap Value Composite (Net of Advisory Fees)** | |||||||
| 10.72 | |||||||
| 5.07 | |||||||
| 20.70 | |||||||
| 6.51 | |||||||
| 9.83 | |||||||
| -3.15 | |||||||
| -3.15 | |||||||
| Small Cap Value Composite (Net of Bundled Fees) | |||||||
| 9.28 | |||||||
| 4.71 | |||||||
| 20.36 | |||||||
| 6.19 | |||||||
| 9.50 | |||||||
| -3.23 | |||||||
| -3.23 | |||||||
| Russell 2000® Value | |||||||
| 9.63 | |||||||
| 6.07 | |||||||
| 15.31 | |||||||
| 0.05 | |||||||
| -3.12 | |||||||
| -7.74 | |||||||
| -7.74 |