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Bill Nasgovitz

Chairman and Portfolio Manager at Heartland Advisors Inc.

Milwaukee, WI , United States

About

Bill Nasgovitz is Chairman and Portfolio Manager at Heartland Advisors, Inc., based in Milwaukee, Wisconsin. As the founder of Heartland Advisors, he leads the investment team and directly manages the Heartland Value Fund, with a primary focus on small-cap and micro-cap value equities. His disciplined approach centers on Heartland’s proprietary 10 Principles of Value Investing™, which guide the evaluation and selection of portfolio holdings.

With over five decades in the investment industry, Nasgovitz is a recognized authority in value investing for small-cap and micro-cap stocks. His leadership has earned the Heartland Value Fund longstanding recognition for its resilience across multiple market cycles, including accolades from Forbes and InvestmentNews for long-term performance and loss mitigation.

Nasgovitz began his career as a broker at Dean Witter Reynolds before becoming part owner at Dain Bosworth/The Milwaukee Company, later founding Heartland Advisors in 1983. He holds a Bachelor of Arts in Business from the University of Wisconsin-Madison and is frequently cited in leading industry publications such as The New York Times, The Wall Street Journal, and Barron’s. He has also been recognized for his contributions to financial education and his commitment to continuous improvement in investment management.

Career History

OrganizationRoleDate RangeDetails
Heartland Advisors, Inc.Chairman and Portfolio ManagerJan 1984 to Present
As Chairman and CIO for the Firm, broad responsibility for overseeing our three funds and four separately managed account strategies. Specific responsibility as Portfolio Manager of the Heartland Valu...
Dain Bosworth/The Milwaukee CompanyPart OwnerJan 1978 to Jan 1988
Dean Witter ReynoldsBrokerJan 1968 to Jan 1978

Education

University of Wisconsin-Madison

Bachelor of Arts (B.A.), Business

1962 1967

Skills & Expertise

Value Investing
Portfolio Management
Stock Picking
Mutual Funds
Investment Management
Small Cap
Investments
Stocks
Equities
Separately Managed Accounts
Wealth Management
Leadership
Financial Services
Strategic Planning
Investor Relations
Dividends
Valuation
Investment Strategies
Fundamental Analysis
International Investment
Financial Analysis
Business Analysis
Strategy
Microsoft Office
Real Estate
Project Management
Business Strategy
Sellers

Others at Heartland Advisors Inc. (7)

NameRoleLocation
B
Brad Evans
Portfolio ManagerMilwaukee, WI , United States
C
Colin McWey
Portfolio ManagerMilwaukee, WI , United States
Kevin Clark
Kevin Clark
Senior Vice President - Equity TradingMilwaukee, WI , United States
M
Michael Warecki
Associate Portfolio ManagerMilwaukee, WI , United States
T
Troy McGlone
Vice President and Portfolio ManagerMilwaukee, WI , United States
L
Lauren Johnson
Research AnalystMilwaukee, WI , United States
Will Nasgovitz
Will Nasgovitz
CEO and Portfolio ManagerMilwaukee, WI , United States