Senior Vice President, Chief Financial Officer, and Chief Administrative Officer
Vice President and Partner
Vice President, Chief Risk Officer, and Director of Trading
CEO and Portfolio Manager
Vice President, Chief Compliance Officer, General Counsel, and Secretary
The Investment Team includes portfolio managers, research analysts, and traders. The Team applies Heartland’s value investing philosophy and disciplined investment process, the 10 Principles of Value Investing™, to manage the three domestic Heartland Funds and four separately managed account strategies.
The team collectively has almost 260 years of industry experience, more than 170 of those years obtained at Heartland, as of December 31, 2022.
Portfolio managers and research analysts work side-by-side to apply a bottom-up approach that combines traditional fundamental analysis and meetings with management, competitors, and end clients of the businesses we consider for investment. Collaboration allows the Investment Team to cross-cover sectors and companies, generate a significant amount of internal research, and challenge investment ideas from multiple perspectives.
We believe the Investment Team’s interests are aligned with our clients because the Team, along with other Heartland team members, managed about $1.7 billion and our team collectively owned about $36 million in our funds as of December 31, 2022.
Senior Vice President and Portfolio Manager
Director of Research, Vice President, and Portfolio Manager
Vice President and Portfolio Manager
Chairman and Portfolio Manager
Research Analyst
Senior Vice President of Equity Trading
Vice President and Director of Trading
The investment management, trading, and operational functions of Heartland are governed by comprehensive policies, procedures, and oversight bodies.
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Heartland’s Value Plus Fund was identified as having strong overall total returns during the three bear markets from 2000-2022.
CEO Will Nasgovitz and Chairman Bill Nasgovitz assess current market conditions to help answer questions on value investor’s minds.
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©2023 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
Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.
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.
Organizational chart reflects intended team structure, and all positions may not currently be filled.
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 statements and opinions expressed in the articles or appearances are those of the presenter. Any discussion of investments and investment strategies represents the presenters' views as of the date created and are subject to change without notice. The opinions expressed are for general information only and are not intended to provide specific advice or recommendations for any individual. Any forecasts may not prove to be true.
Economic predictions are based on estimates and are subject to change.
There is no guarantee that a particular investment strategy will be successful.
Heartland’s investing glossary provides definitions for several terms used on this page.
The Heartland Funds are distributed by ALPS Distributors, Inc.
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.
The above individuals are registered representatives of ALPS Distributors, Inc.
CFA® is a registered trademark owned by the CFA Institute.