Heartland Small Cap Value Strategy Q1 2025 Commentary
Source: SeekingAlpha
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 |
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Heartland Small Cap Value Strategy Q1 2025 Commentary
Columbus McKinnon Corporation
NASDAQ: CMCO
CMCO Trading
-6.17% G/L:
$14.74 Last:
217,958 Volume:
$15.61 Open:
CMCO Latest News
March 10, 2026 04:30:00 pm
Columbus McKinnon Provides Update on Timing of Presentation at Upcoming J.P. Morgan Industrials Conference
March 04, 2026 05:30:00 pm
Columbus McKinnon to Present at Upcoming J.P. Morgan Industrials Conference and Sidoti Small Cap Conference
CMCO Stock Data
$666,609,594
28,451,972
0.05%
64
N/A
Industrial Machinery
Industrials
US
Charlotte
