Will 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, 2011, for the 10, 5, 3 and 1-year periods, the Select Value Fund's Lipper numeric rankings were 16 of 114, 12 of 219, 104 of 263 and 244 of 309, respectively. As of December 31, 2010, for the 10, 5, 3 and 1 year periods, the Select Value Fund was ranked 2 of 102, 5 of 244, 10 of 288 and 112 of 345.
Heartland Select Value (HRSVX)
Lipper has named the Select Value Fund the "best out of 240 multi-cap value funds for the five-year period" ending December 31, 2010. The awards program honors funds that "have demonstrated consistently strong risk-adjusted returns compared with peers," according to Lipper.
We believe this achievement demonstrates why the Select Value Fund is a great core holding. Consider putting this historical strength to work in your account today!
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