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.
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.
Why investors may want to look beyond the alphabet soup of recovery trajectories while looking for opportunities.
Acquisition boosts Mid Cap Value Fund’s presence.
The Portfolio Management Team provides an overview.
I am a financial professional or institutional investor
I am an individual investor
©2021 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856
*Honors and recognition during the following years, respectively: 2007, 2008, 2009, 2010, 2011, and 2012; 2018 and 2019; 2019; and 2018 and 2019
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 prospectus. To obtain a print prospectus, call 800-432-7856. 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.
CFA® is a registered trademark owned by the CFA Institute.