Bill Nasgovitz is chairman and CIO of Heartland Advisors Inc. and portfolio manager of the Heartland Value Fund and its corresponding Small Cap Value Strategy. He is also president and director of Heartland Funds.
Value investing has been a lifelong passion for Nasgovitz, a seasoned small-cap value investor with nearly 50 years of experience. He has been recognized by Morningstar as “a veteran micro-cap stock-picker.” He has been featured in The New York Times, The Wall Street Journal, Barron’s and Money. Heartland Advisors team members have voted the firm a “Top Milwaukee Workplace” several times.
Disciplined investing has been central to Heartland Advisors’ investment philosophy since Nasgovitz founded the firm in 1983. He developed Heartland’s proprietary 10 Principles of Value Investing, which is the foundation for evaluating every security in all portfolios.
Nasgovitz received a B.A. in business from the University of Wisconsin-Madison in 1967. He served in the U.S. Air Force from 1968-1972, attaining the rank of captain.
His investment experience includes Heartland Advisors, 1983-present; Dain Bosworth/The Milwaukee Company, 1978-1982; and Dean Witter Reynolds, 1968-1978.
Nasgovitz serves on the boards at Milwaukee College Prep and Junior Achievement of Wisconsin. He is endowment and foundation trustee at the Milwaukee Symphony Orchestra and is a member of the World Presidents’ Organization.
He and his wife, Marian, have been married for more than 40 years. They have four children and six grandchildren. He enjoys golf, tennis and gardening.