Our Team

Leadership Team

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Nicole J. Best

Senior Vice President, Chief Financial Officer, and Chief Administrative Officer

Michael Kops

Vice President and Partner

Matthew Miner

Vice President, Chief Risk Officer, and Director of Trading

Will Nasgovitz

CEO and Portfolio Manager

Vinita K. Paul

Vice President, Chief Compliance Officer, General Counsel, and Secretary

Investment Team

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 June 30, 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 $1.6 billion and our team collectively owned about $34 million in our funds as of June 30, 2022.

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Investment Professionals

Bradford A. Evans

Senior Vice President and Portfolio Manager

Andrew J. Fleming

Vice President and Portfolio Manager

Troy McGlone

Vice President and Portfolio Manager

Colin McWey

Vice President and Portfolio Manager

Bill Nasgovitz

Chairman and Portfolio Manager

Will Nasgovitz

CEO and Portfolio Manager

Michael Warecki

Research Analyst

Jacob Westphal

Research Analyst

Edward Wojciechowski

Director of Research and Senior Research Analyst

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Trading Professionals

Kevin D. Clark

Senior Vice President of Equity Trading

Matthew Miner

Vice President, Chief Risk Officer, and Director of Trading

Board of Directors & Firm Governance

The investment management, trading, and operational functions of Heartland are governed by comprehensive policies, procedures, and oversight bodies.

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Investing Perspectives

Heartland in the News
7/26/22

Small Cap Strategies

Senior Vice President and Portfolio Manager Bradford Evans weighs in on the advantages of active portfolio management and a focus on value over growth in this volatile market environment.

Heartland in the News
7/6/22

Picking High-Quality Stocks

Value Plus Fund Portfolio Manager Andy Fleming shares the 3 pillars of his stock-picking strategy.

Water & Wells
6/16/22

Re-discovering the Market’s Sweet Spot

After riding the S&P 500 bandwagon for years, investors are less exposed to mid-cap value stocks than they’ve historically been and seem to be missing out on the market’s sweet spot.

 

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©2022 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.

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