Investment Professionals

One of Heartland's strengths lies in its team of investment professionals. The Firm has sought to bring together a passionate, gifted and energetic group of portfolio managers, researchers, and traders to apply Heartland's value philosophy. The collective experience and ability of these professionals is brought to bear as they meet with hundreds of companies each year. It is this intense firsthand contact that, together with traditional fundamental analysis, guides Heartland's investment decisions.

Seasoned investment team with over 185 years of experience as of 12/31/09
Name
Position
Years of Industry Experience
Bill Nasgovitz Portfolio Manager (PM)
41  
Hugh Denison PM
24  
Kevin Clark PM & Trader
22  
Matthew Miner, CFA Director of Trading
18  
David Fondrie, CPA PM
15  
Bradford Evans, CFA PM
13  
Ted Baszler, CPA, CFA PM
10  
Will Nasgovitz PM
8  
Adam Peck, CFA PM
7  
Jason Schacht Research Analyst
7  
Michael Jolin, CFA Research Analyst
7  
Colin McWey Research Analyst
7  
Joshua VanDreel Equity Trader
5  
Matt Drvaric Research Assistant
1  
Total  
  185 years

 

 

 

Heartland Advisors' mission is to strive to deliver superior investment results and outstanding client service. That means listening  to you. If you have a question or comment about our investment process, please contact us.


 

The above individuals are Registered Representatives of ALPS Distributors, Inc.

CFA is a trademark owned by CFA Institute.

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789 N. Water Street, Suite 500, Milwaukee, WI 53202 • 1-800-432-7856
The Heartland Funds are distributed by ALPS Distributors, Inc.
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