Heartland Advisors: “Opportunities in Utilities Sector Exist; National Fuel Gas (NFG) is an Example”
Heartland Advisors, an investment management firm, published its “Heartland Value Fund” first quarter 2021 investor letter – a copy of which can be downloaded here. A return of 12.71% was delivered by the fund’s institutional class shares for the Q1 of 2021, below its Russell 2000® Value benchmark that delivered a 21.17% return for the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Heartland Value Fund, in its Q1 2021 investor letter, mentioned National Fuel Gas Company (NYSE: NFG), and shared their insights on the company. National Fuel Gas Company is a Williamsville, New York-based natural gas distribution company that currently has a $4.7 billion market capitalization. Since the beginning of the year, NFG delivered a 26.96% return, extending its 12-month gains to 30.68%. As of May 13, 2021, the stock closed at $52.22
Is Photronics (PLAB) a Smart Long-term Buy?
Heartland Value Fund recently released its third-quarter investor letter – a copy of which is available for download here. The fund posted a return of 6.6% for the quarter, outperforming its benchmark, the Russell 2000 Value Index which returned 2.6% in the same quarter. You should check out Heartland’s top 5 stock picks for investors to buy right now, which could be the biggest winners of 2021.
In the Q3 2020 Investor Letter, Heartland Advisors highlighted a few stocks and Photronics Inc (NASDAQ:PLAB) is one of them. Photronics Inc (NASDAQ:PLAB) is a semiconductor manufacturing company. Year-to-date, Photronics Inc (NASDAQ:PLAB) stock lost 30% and on December 21st it had a closing price of $11.02. Here is what Heartland Advisors said:
Is Tristate Capital Holdings (TSC) a Smart Long-term Buy?
Heartland Value Fund recently released its third-quarter investor letter – a copy of which is available for download here. The fund posted a return of 6.6% for the quarter, outperforming its benchmark, the Russell 2000 Value Index which returned 2.6% in the same quarter. You should check out Heartland’s top 5 stock picks for investors to buy right now, which could be the biggest winners of 2021.
In the Q3 2020 Investor Letter, Heartland Advisors highlighted a few stocks and Tristate Capital Holdings Inc. (NASDAQ:TSC) is one of them. Tristate Capital Holdings Inc. (NASDAQ:TSC) is a bank holding company. Year-to-date, Tristate Capital Holdings Inc. (NASDAQ:TSC) stock lost 35.2% and on December 21st it had a closing price of $16.92. Here is what Heartland Advisors said:
Is Orion Energy Systems (OESX) a Smart Long-term Buy?
Heartland Value Fund recently released its third-quarter investor letter – a copy of which is available for download here. The fund posted a return of 6.6% for the quarter, outperforming its benchmark, the Russell 2000 Value Index which returned 2.6% in the same quarter. You should check out Heartland’s top 5 stock picks for investors to buy right now, which could be the biggest winners of 2021.
In the Q3 2020 Investor Letter, Heartland Advisors highlighted a few stocks and Orion Energy Systems Inc. (NASDAQ:OESX) is one of them. Orion Energy Systems Inc. (NASDAQ:OESX) is an American LED lighting and intelligent controls enterprise. Year-to-date, Orion Energy Systems Inc. (NASDAQ:OESX) stock gained 199% and on December 21st it had a closing price of $10.01. Here is what Heartland Advisors said:
Heartland Value Fund’s Q3 2020 Investor Letter
Heartland Value Fund recently released its third-quarter investor letter – a copy of which is available for download here. The fund posted a return of 6.6% for the quarter, outperforming its benchmark, the Russell 2000 Value Index which returned 2.6% in the same quarter. You should check out Heartland’s top 5 stock picks for investors to buy right now, which could be the biggest winners of 2021.
Published on December 22, 2020 at 1:39 am by Inan Dogan, PhD
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