Heartland 价值基金在 2025 年第三季度超越了基准,其严格的策略专注于被低估的优质公司。
Heartland value funds beat benchmarks in Q3 2025 with disciplined strategies focused on undervalued, high-quality companies.
Heartland Value Plus Fund 和 Heartland Mid Cap Value Fund 均报告了 2025 年第三季度的回报率,跑赢了基准,理由是严格的投资策略专注于具有强劲基本面的优质、被低估的公司。
The Heartland Value Plus Fund and Heartland Mid Cap Value Fund both reported Q3 2025 returns outperforming their benchmarks, citing disciplined investment strategies focused on high-quality, undervalued companies with strong fundamentals.
这两个基金都强调长期价值创造、资本保全和有选择的组合调整,包括在宏观经济波动中更多地接触能源、金融、消费者自由裁量和工业部门。
Both funds emphasized long-term value creation, capital preservation, and selective portfolio adjustments, including increased exposure to energy, financials, consumer discretionary, and industrials sectors amid macroeconomic volatility.
心地价值基金以Potbelly公司品牌实力和业务改进为由,强调该公司是一个关键控股机构。
The Heartland Value Fund highlighted Potbelly Corporation as a key holding, citing its brand strength and operational improvements.
两个基金都对美国的经济复原力及其通过保守定位和注重内在价值来应对通货膨胀、利率变化和供应链风险的能力保持信心。
Both funds maintained confidence in U.S. economic resilience and their ability to navigate inflation, interest rate shifts, and supply chain risks through conservative positioning and a focus on intrinsic value.