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.
Heartland’s Small Cap Value Plus Strategy garners more accolades from PSN for its long-term performance.
As investors become more selective, the importance of fundamental analysis may be growing.
The Heartland Mid Cap Value Fund – Institutional Class is recognized for its exceptional risk-adjusted returns over a 5-year period.
The Heartland Mid Cap Value Fund’s strong track record in both up and down markets has caught the notice of Morningstar.
Are safety nets an afterthought? Heartland CEO Will Nasgovitz weighs in.
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.
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