Heartland Advisors, Inc.
Will Nasgovitz serves as the CEO and Portfolio Manager at Heartland Advisors, Inc. since November 2003, overseeing the Mid Cap Value Fund and Small Cap Value Strategy. Prior experience includes a role as a Research Associate at Cambridge Associates from June 2000 to June 2002 and a Summer Internship with the State of Wisconsin Investment Board in May 1999. Will Nasgovitz graduated with a degree in Finance from the University of Wisconsin-Madison in 2000.
Heartland Advisors, Inc.
Heartland Advisors is a boutique, independent investment firm in Milwaukee, WI. Our value-focused, actively managed product suite is offered through 3 mutual funds and 4 separately managed accounts. Our approach is consistent across all of our products, however, we believe each portfolio serves a distinct role and is constructed accordingly. Some of our portfolios emphasize dividends to mitigate volatility and to provide a modest stream of income while others seek to diversify risk and increase opportunity by holding stocks with varying market caps. The ultimate goal with each is to provide superior risk adjusted returns and limit downside participation. Heartland defines value using our proprietary, consistent, and time-tested 10 Principles of Value Investing™. Our Investment Team applies a bottom-up approach that combines traditional fundamental analysis as well as meetings with management, competitors, and end clients of the businesses we consider for investment. DISCLOSURE Past performance does not guarantee future results. This material must be accompanied by a prospectus: m.heartlandadvisors.com/prospectuses. The value of investments vary daily, which may cause loss of principal. Funds are distributed by ALPS Distributors, Inc. Individuals who post here are registered representatives of ALPS. SMAs and related services are by Heartland Advisors and not affiliated with ALPS. For complete disclosures, visit m.heartlandadvisors.com/social.