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Heartland Value Fund Investor Class (HRTVX)
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49.36
+0.27
+0.55%
10/02 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 668.25M
Heartland Value Investor
49.36
+0.27
+0.55%
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HRTVX Overview
On this page you'll find an in-depth profile of Heartland Value Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of HRTVX among other information.
Contact Information
Address
1290 Broadway, Suite 1100
Denver,CO 80203
United States
Denver,CO 80203
United States
Phone
+1 8004327856
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Will Nasgovitz | Senior Research Associate | 2019 | Now |
| Biography | Will Nasgovitz is CEO of Heartland Advisors and the Heartland Funds. He is Portfolio Manager for the Select Value, Mid Cap Value, and Value Funds and their corresponding Opportunistic Value Equity, Mid Cap Value, and Small Cap Value Strategies. He is also President and Director of Heartland Funds. He began at Heartland Advisors in 2003 as a Research Associate and became Portfolio Manager in 2006 of the Select Value Fund, a Lipper Award winner for six consecutive years from 2007 to 2012. He added portfolio management responsibility for the Mid Cap Value Fund in 2015. He also returned to the Value Fund in 2019 as a Portfolio Manager, having previously co-managed from 2009 to 2013. Prior to joining the Firm, Nasgovitz was a Senior Research Associate at Cambridge Associates. Nasgovitz often shares his value investing market perspective with the national financial media, including Bloomberg, MarketWatch, TheStreet, and CNBC. He graduated from the University of Wisconsin-Madison with a bachelor’s in business in 2000. | ||
| William J . Nasgovitz | CEO | 1984 | Now |
| Biography | Mr. Will Nasgovitz has served as a Portfolio Manager. He also serves as Portfolio Manager for Heartland Advisors’ advisory clients. He previously served as a Research Analyst from 2004 to 2006 and a Research Associate from November 2003 to 2004. He is the Chief Executive Officer and a Director of Heartland Advisors and since May 2012 has served as Chief Executive Officer of Heartland. Prior to joining Heartland Advisors, Mr. Will Nasgovitz had been a Senior Research Associate with Cambridge Associates from 2000 to 2002. Mr. Will Nasgovitz is the son of Mr. Bill Nasgovitz, President and Director of the Heartland Funds and Portfolio Manager of the Value Fund. | ||
| Eric J. Miller | Managing Director | 2016 | 2020 |
| Biography | Eric Miller is Vice President and Portfolio Manager for the Heartland Value Fund and its corresponding Small Cap Value Strategy. He returned to Heartland in October 2015 and has a long history with the Firm. He initially joined in 1994 as part of the Sales Team and later transitioned to a Research Analyst. He became Portfolio Manager for the Value Fund and its corresponding Small Cap Value Strategy in 1997, Select Value Fund in 1999, and Value Plus Fund and its corresponding Small Cap Value Plus Strategy in 2003. Miller stepped away from Heartland in 2006 when he relocated to Chicago and joined Advisory Research. He served in several roles during his time at the Firm, including Managing Director, Portfolio Manager, and Research Analyst. He managed both a small-cap and all-cap institutional product before shifting focus to a small-cap opportunity fund. Previously, he spent eight years at American Appraisal Associates, serving briefly as Head of U.S. Operations before becoming Vice President and Chief Financial Officer. He also was a Financial Manager at Chilton Company and a Financial Analyst at FMC Corporation. He earned a master’s in accounting and finance and a bachelor’s in political science from Dartmouth in 1979 and 1975, respectively. | ||
| Adam J. Peck | Founder and CIO | 2015 | 2016 |
| Biography | Prior to forming Riverwater in 2016, Adam was a Partner and Portfolio Manager at Heartland Advisors where he co-managed a multi-billion dollar small-cap value mutual fund. He currently serves on the board of the Milwaukee Repertory Theater, Coral Gables Trust Company, and the Endowment Committee of the Milwaukee Public Museum. Adam earned a B.S. in International Relations with a focus on Environmental Sciences at the University of Wisconsin-Madison. That focus kindled Adam’s interest in socially responsible living and socially responsible investing. He continued his studies at the University of Wisconsin-Madison where he earned an MBA from the Applied Security Analysis Program. Adam is a CFA® charter holder and a member of the CFA Institute since 2004. Adam has appeared on CNBC, Bloomberg TV & Radio, and Fox Business News. He has also been featured in the Wall Street Journal, Barron’s, and Bloomberg Business Week, among other publications. Adam lives in Milwaukee with his wife, two sons, and dog, Tucker. He is a Packer fan and enjoys the outdoors. | ||
| Bradford Evans | Senior Vice President and Portfolio Manager | 2004 | 2015 |
| Biography | Bradford A. Evans, CFA, is Senior Vice President and Portfolio Manager for the Value Plus Fund and its corresponding Small Cap Value Plus Strategy. Evans began at Heartland in 1996 as a Research Associate. He was promoted to Equity Research Analyst, during which time he developed expertise in the Energy, Consumer, and Materials sectors. Following nearly four years at High Rock Capital, Evans returned to Heartland as Portfolio Manager for the Value Fund in 2004, which he co-managed until 2015. He became Portfolio Manager of the Value Plus Fund in April 2006 and also was Director of Equity Research from 2011 to 2016. Evans is a vocal advocate for small-cap value investing. He has been quoted by the national financial media, including Barron’s, CNBC, Fortune, Bloomberg, BusinessWeek, and The Wall Street Journal. He graduated from the University of Wisconsin-Madison with a bachelor’s in international relations, Russian, and political science in 1995. He also spent a semester studying at Moscow State University in Russia. | ||
| Will Nasgovitz | Senior Research Associate | 2009 | 2013 |
| Biography | Will Nasgovitz is CEO of Heartland Advisors and the Heartland Funds. He is Portfolio Manager for the Select Value, Mid Cap Value, and Value Funds and their corresponding Opportunistic Value Equity, Mid Cap Value, and Small Cap Value Strategies. He is also President and Director of Heartland Funds. He began at Heartland Advisors in 2003 as a Research Associate and became Portfolio Manager in 2006 of the Select Value Fund, a Lipper Award winner for six consecutive years from 2007 to 2012. He added portfolio management responsibility for the Mid Cap Value Fund in 2015. He also returned to the Value Fund in 2019 as a Portfolio Manager, having previously co-managed from 2009 to 2013. Prior to joining the Firm, Nasgovitz was a Senior Research Associate at Cambridge Associates. Nasgovitz often shares his value investing market perspective with the national financial media, including Bloomberg, MarketWatch, TheStreet, and CNBC. He graduated from the University of Wisconsin-Madison with a bachelor’s in business in 2000. | ||
| Hugh F. Denison | Portfolio Manager | 2006 | 2009 |
| Biography | Hugh Denison received a BA in Economics from Lawrence University. He served as Shareholder Ombudsman for Heartland from January 1996 to March 2004. He also served as Vice President, Director of Research, and Portfolio Manager from 1988 to 1996. Mr. Denison currently holds the positions of Senior Vice President and Portfolio Manager. | ||
| Eric J. Miller | Managing Director | 1997 | 2006 |
| Biography | Eric Miller is Vice President and Portfolio Manager for the Heartland Value Fund and its corresponding Small Cap Value Strategy. He returned to Heartland in October 2015 and has a long history with the Firm. He initially joined in 1994 as part of the Sales Team and later transitioned to a Research Analyst. He became Portfolio Manager for the Value Fund and its corresponding Small Cap Value Strategy in 1997, Select Value Fund in 1999, and Value Plus Fund and its corresponding Small Cap Value Plus Strategy in 2003. Miller stepped away from Heartland in 2006 when he relocated to Chicago and joined Advisory Research. He served in several roles during his time at the Firm, including Managing Director, Portfolio Manager, and Research Analyst. He managed both a small-cap and all-cap institutional product before shifting focus to a small-cap opportunity fund. Previously, he spent eight years at American Appraisal Associates, serving briefly as Head of U.S. Operations before becoming Vice President and Chief Financial Officer. He also was a Financial Manager at Chilton Company and a Financial Analyst at FMC Corporation. He earned a master’s in accounting and finance and a bachelor’s in political science from Dartmouth in 1979 and 1975, respectively. | ||
| Hugh F. Denison | Portfolio Manager | 1988 | 1995 |
| Biography | Hugh Denison received a BA in Economics from Lawrence University. He served as Shareholder Ombudsman for Heartland from January 1996 to March 2004. He also served as Vice President, Director of Research, and Portfolio Manager from 1988 to 1996. Mr. Denison currently holds the positions of Senior Vice President and Portfolio Manager. | ||
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