Heartland Advisors

Will Nasgovitz

Will Nasgovitz is CEO of Heartland Advisors and the Heartland Funds. He is Portfolio Manager for the Mid Cap Value Fund and the Value Fund, as well as 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 served as a Portfolio Manager of the Opportunistic Value Equity Strategy from 2006 to 2022. 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

Education

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

Heartland Advisors Value Investing Will Nasgovitz

Portfolio Manager

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News & Investing Perspectives

Heartland in the News
07/22/2024

Yahoo! Finance Spotlights Heartland Value Fund

Yahoo! Finance highlights Heartland Value Fund’s resilience in a recent article.

Heartland in the News
07/22/2024

Heartland Mid Cap Value Fund Featured in Yahoo! Finance

Heartland Mid Cap Value Fund’s management was highlighted in a recent article.

Heartland in the News
6/28/2024

Kiplinger’s Identifies Heartland’s Mid Cap Value Fund Among Top 25 “Favorite No-Load Mutual Funds”

Kiplinger recently named Heartland’s Mid Cap Value Fund one of its “25 Favorite No-Load Mutual Funds.

Heartland in the News
6/20/2024

Small Caps: Ready to Rise?

CEO and Portfolio Manager Will Nasgovitz recently joined Nasdaq Trade Talks to discuss Heartland’s portfolio management strategies in the context of today’s narrow market environment.

 

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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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