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

Honors and Recognition

  • Recognized as a Lipper Award manager for the Heartland Mid Cap Value Fund: 5-year 2020 (award received 2/1/2021)
  • Manager of the Mid Cap Value Strategy that was named a “Top Guns” by Informa Investment Solutions’ PSN Manager Database: 4Q18 (award received 2/19/2019); 2Q19 (award received 8/20/2019); 2Q22 (award received 8/17/2022); 3Q22 (award received 11/18/2022); 4Q22 (award received 2/21/2023)
  • Manager of the Small Cap Value Strategy that was named a “Top Guns” by Informa Investment Solutions’ PSN Manager Database: 4Q21 (award received 2/17/2022); 4Q22 (award received 2/21/2023)
  • Recognized as a Top Performing Manager of Domestic Value Equity by Pensions & Investments: 3Q20 (award received 11/16/2020)

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
12/28/23

The Silver Lining in the Market's Narrow Breadth

Heartland’s CEO and Portfolio Manager Will Nasgovitz wrote about the opportunities for small-cap value investors in a narrow market in WealthManagement.com’s 2024 outlook.

Heartland in the News
6/26/23

Hunting for Bargains

CEO Will Nasgovitz discussed market segments that have the opportunity for growth in a recent interview with The Wall Street Journal.

Heartland in the News
3/29/2023

Heartland’s Mid Cap Value Fund Recognized as one of the “25 Best No-Load Mutual Funds” by Kiplinger

Kiplinger recently identified Heartland’s Mid Cap Value Fund as one of the “25 Best No-Load Mutual Funds.”

Heartland in the News
3/2/23

The Best of Both Worlds

CEO Will Nasgovitz explains the attractiveness of small and mid-caps as well as the upside that education service stocks might have for investors in a recent interview with Reuters.

 

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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.

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

The Heartland Funds are distributed by ALPS Distributors, Inc.

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