Will Nasgovitz

Will Nasgovitz is CEO of Heartland Advisors and the Heartland Funds. He is Portfolio Manager for the the Opportunistic Value Equity Strategy, as well as the Mid Cap Value Fund, the Value Fund, and their corresponding Mid Cap Value and Small Cap Value Strategies. He is also President and Director of Heartland Funds.

He began at Heartland Advisors in 2003 as a Research Associate and became Portfolio Manager in 2006 of the Opportunistic Value Equity Strategy. He added portfolio management responsibility for the Mid Cap Value Fund in 2015. He also returned to the Value Fund in 2019 as a Portfolio Manager, having previously co-managed from 2009 to 2013.

Prior to joining the Firm, Nasgovitz was a Senior Research Associate at Cambridge Associates.

Nasgovitz often shares his value investing market perspective with the national financial media, including Bloomberg, MarketWatch, TheStreet, and CNBC.

He graduated from the University of Wisconsin-Madison with a bachelor’s in business in 2000.  

Investment Experience

  • Heartland Advisors, 2003-present
  • Cambridge Associates, 2000-2002

Honors and Recognition*

  • Recognized seven times as a Lipper Award manager
  • Designated a "Category King" manager by The Wall Street Journal
  • Received "Bull and Bear Master" recognition for performance during up and down markets from Informa Investment Solutions' PSN Manager Database
  • Named a "Top Guns" manager by Informa Investment Solutions' PSN Manager Database
  • Recognized as a Top Performing Manager of Domestic Value Equity by Pensions & Investments

Education

  • B.B.A. in Business, University of Wisconsin–Madison, 2000

Community Service

  • Discovery World Science and Technology Center, Board Member
  • Junior Achievement, Board Member

Heartland Advisors Value Investing Will Nasgovitz

Portfolio Manager

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News & Investing Perspectives

Press Release
8/24/21

Value Plus Strategy Repeats With Top Guns Recognition

Heartland’s Small Cap Value Plus Strategy garners more accolades from PSN for its long-term performance.

Water & Wells
5/5/21

Investors Look Beyond a High Tide

As investors become more selective, the importance of fundamental analysis may be growing.

Press Release
3/11/21

Heartland’s Mid Cap Value Fund Earns Lipper Award

The Heartland Mid Cap Value Fund – Institutional Class is recognized for its exceptional risk-adjusted returns over a 5-year period.

Press Release
1/15/21

Heartland’s Mid Cap Value Earns 5-Star Rating from Morningstar

The Heartland Mid Cap Value Fund’s strong track record in both up and down markets has caught the notice of Morningstar.

Heartland in the News
12/29/20

The Thorny Issue of Rosy Projections

Are safety nets an afterthought? Heartland CEO Will Nasgovitz weighs in.

Video
12/20 - 2:39

A Look at Our Mid Cap Value Strategy

The Portfolio Management Team provides an overview.

 

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*Honors and recognition during the following years, respectively: 2007, 2008, 2009, 2010, 2011, 2012, and 2020; 2018 and 2019; 2019; and 2018 and 2019; 2020 

Past performance does not guarantee future results.

An investor should consider the Funds’ investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information may be found in the Funds' prospectus. To obtain a prospectus, please call 800-432-7856 or visit heartlandadvisors.com. Please read the prospectus carefully before investing.

Economic predictions are based on estimates and are subject to change.

Separately managed accounts and related investment advisory services are provided by Heartland Advisors, Inc., a federally registered investment advisor. ALPS Distributors, Inc., is not affiliated with Heartland Advisors, Inc.

Sector and Industry classifications are sourced from GICS®.The Global Industry Classification Standard (GICS®) is the exclusive intellectual property of MSCI Inc. (MSCI) and S&P Global Market Intelligence (“S&P”).  Neither MSCI, S&P, their affiliates, nor any of their third party providers (“GICS Parties”) makes any representations or warranties, express or implied, with respect to GICS or the results to be obtained by the use thereof, and expressly disclaim all warranties, including warranties of accuracy, completeness, merchantability and fitness for a particular purpose.  The GICS Parties shall not have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of such damages.

The above individual is a registered representative of ALPS Distributors, Inc.

The Heartland Funds are distributed by ALPS Distributors, Inc.

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