
Bill Nasgovitz
Value investing has been a lifelong passion for Bill Nasgovitz, Chairman and Portfolio Manager of the Heartland Value Fund and its corresponding Small Cap Value Strategy.
Disciplined investing has been central to Heartland Advisor’s investment philosophy since he founded the Firm in 1983. Nasgovitz developed Heartland’s proprietary 10 Principles of Value Investing, which is the foundation for evaluating every security in all portfolios.
Under his leadership, Heartland’s Value Fund has been noted by Forbes as having “done well…in both bear and bull markets over two market cycles.” InvestmentNews recognized the Fund as being one of the 10 best performing funds for the 30 years following the 1987 crash. Long-term performance also earned the Fund a spot on the 2014 Mutual Fund Honor Roll, an acknowledgement of its attractive returns during stellar years and keeping losses in check during down periods.
Nasgovitz is a seasoned small-cap value investor with 55 years of experience. He has been featured in The New York Times, The Wall Street Journal, Barron’s, and Money.
He graduated from the University of Wisconsin-Madison with a bachelor’s in business in 1966.
Nasgovitz has been married for 54 years to the love of his life, Marian, with 5 grown children and 7 grandchildren. He’s an avid gardener, which he admits he’s better at than golf.