Heartland Advisors

Hedge Fund Alpha Highlights CEO and Portfolio Manager Will Nasgovitz

Heartland Advisors Value Investing Director of Research and Portfolio Manager Andrew FlemingIn a recent Hidden Value Stocks Q&A with Hedge Fund Alpha, Heartland Advisors’ CEO and Portfolio Manager Will Nasgovitz shares his views on identifying overlooked opportunities in today’s market.

The feature covers Will’s background, his investment philosophy shaped by Heartland’s 10 Principles of Value Investing™, and how a fundamentally driven approach can uncover value in areas many investors are avoiding.

We are providing a link to the Hidden Value Stocks article, “Heartland’s Will Nasgovitz Sees Value in Seaboard and Dentsply,” because it features Heartland Advisors’ portfolio positioning and investment insights.

Heartland Advisors does not control the website hosting this article, its content, or its privacy practices.

 

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The Fund’s performance information included in regulatory filings includes a required index that represents an overall securities market (Regulatory Benchmark). In addition, the Fund's regulatory filings may also include an index that more closely aligns to the Fund's investment strategy (Strategy Benchmark(s)). The Fund's performance included in marketing and advertising materials and information other than regulatory filings is generally compared only to the Strategy Benchmark.

The Fund’s performance information included in regulatory filings includes a required index that represents an overall securities market (Regulatory Benchmark). In addition, the Fund's regulatory filings may also include an index that more closely aligns to the Fund's investment strategy (Strategy Benchmark(s)). The Fund's performance included in marketing and advertising materials and information other than regulatory filings is generally compared only to the Strategy Benchmark.

Heartland’s investing glossary provides definitions for several terms used on this page.

ALPS Distributors, Inc., is not affiliated with Heartland Advisors.

The Heartland Funds are distributed by ALPS Distributors, Inc.

CFA® is a registered trademark owned by the CFA Institute.

Past performance does not guarantee future results. Performance represents past performance; current returns may be lower or higher. Performance for institutional class shares prior to their initial offering is based on the performance of investor class shares. The investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. All returns reflect reinvested dividends and capital gains distributions, but do not reflect the deduction of taxes that an investor would pay on distributions or redemptions. Subject to certain exceptions, shares of a Fund redeemed or exchanged within 10 days of purchase are subject to a 2% redemption fee. Performance does not reflect this fee, which if deducted would reduce an individual's return. To obtain performance through the most recent month end, call 800-432-7856 or visit heartlandadvisors.com.

In the prospectus dated 5/1/2025, the Net Fund Operating Expenses for the investor and institutional classes of the Mid Cap Value Fund are 1.10% and 0.85%, respectively. The Advisor has contractually agreed to waive its management fees and/or reimburse expenses of the Fund to ensure that Net Fund Operating Expenses for the Fund do not exceed 1.10% of the Fund’s average net assets for the investor class shares and 0.85% for the institutional class shares, through at least 4/5/2027, and subject thereafter to annual reapproval of the agreement by the Board of Directors. Without such waiver and/or reimbursements, the Gross Fund Operating Expenses would be 1.18% for the investor class shares and 0.99% for the institutional class shares.

The above individuals are registered representatives of ALPS Distributors, Inc.

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