Investment Team

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

  

Investment Team Member  Title Years of
Experience		   Years at
Heartland
Bill Nasgovitz 
 		 President. C/E.O. and Portfolio Manager - Value Fund 41 27
Hugh Denison 
 		 Senior Vice President and Portfolio Manager  - Select Value Fund  24 21

Kevin Clark 

 

 Senior Vice President and Portfolio Manager 22 16

Dave Fondrie, CPA 

 

 Senior Vice President, Portfolio Manager, and Director of Equity Research  15 15

Brad Evans, CFA 

 

 Vice President and Portfolio Manager - Value and Value Plus Funds  13 10

Ted Baszler, CPA, CFA

 

 Vice President and Portfolio Manager - Select Value Fund  10 15

Will Nasgovitz 

 

 Vice President and Portfolio Manager - Select Value Fund and Value Fund  8 6

Adam Peck, CFA
 

 Vice President and Portfolio Manager - Value Plus Fund 7 3

Michael Jolin, CFA 
 

 Equity Research Analyst  7 1

Jason Schacht 
 

 Equity Research Analyst  7 9

Colin McWey 
 

 Research Analyst  7 < 1

Matt Miner, CFA
 

 Vice President and Director of Trading  18  13

Josh Van Dreel 
 

 Equity Trader 5  6

Matt Drvaric 
 

 Research Assistant  1  1

 

CFA is a trademark owned by CFA Institute.

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

© 2010 Heartland Funds
789 N. Water Street, Suite 500, Milwaukee, WI 53202 • 1-888-881-0882
The Heartland Funds are distributed by ALPS Distributors, Inc. Separately managed accounts and related investment advisory services are provided by Heartland Advisors, a federally registered investment adviser. ALPS Distributors, Inc., is not affiliated with Heartland Advisors.
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