Will R. Nasgovitz joined Heartland as a research associate in 2003 and was promoted to Portfolio Manager in 2006, becoming the fourth member of the Select Value Fund investment team. In 2009, Will joined the Value Fund's investment team. Prior to Heartland, Will was a Senior Research Associate with Cambridge Associates, LLC in Washington D.C. As a portfolio manager, Will has appeared in numerous interviews on Bloomberg TV, Marketwatch, TheStreet.com and CNBC, discussing individual stocks, sectors and Heartland’s value investing approach. Will graduated from the University of Wisconsin – Madison with a BBA in Finance. He currently sits on the board of the Urban Ecology Center, an environmental education and nonprofit community center located along the Milwaukee River. Will is a genuine Milwaukee Eastsider who enjoys biking and golfing and admits to being a novice fly fisherman.
The above individual is a Registered Representative of ALPS Distributors, Inc.
Annually, Lipper, an independent monitor of mutual funds, determines the fund classification winner over 3, 5 and 10 years based on the highest Lipper Leader for Consistent Return value within each eligible classification. Consistent Return reflects funds' historic returns, adjusted for volatility, relative to peers and relies on monthly data.
Lipper does not guarantee the accuracy of this information. As of December 31, 2009, for the 10, 5, 3 and 1 year periods, the Fund was ranked 2 of 103, 1 of 218, 3 of 281 and 61 of 347. The Heartland Select Value Fund had a negative average annual return for the 3 year period as of December 31, 2009. As ofJune 30, 2010, for the 10, 5, 3 and 1-year periods, the Fund's Lipper numeric rankings were 2 of 92, 5 of 202, 21 of 266 and 44 of 323, respectively.
Heartland Select Value (HRSVX)
Heartland Select Value Fund has been awarded the Best Multi-Cap Value Fund over the 3- and 5-year periods.
The awards were earned based on Lipper's category of highest consistent return for each time period ending December 31, 2009, among 267 and 211 funds, respectively.
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