Heartland Advisors, Inc., known as "America's Value Investor®," was formed by Bill Nasgovitz in 1983. The Firm now manages approximately $3.5 billion (as of June 30, 2010) for institutions, individual private accounts, a limited liability partnership, and the three distinct Heartland Funds.
Heartland is 100% employee owned and places strong emphasis on value investing and customer satisfaction. "Value investing is our asset management philosophy and our passion," summarizes Heartland president Bill Nasgovitz. "It's also our single-minded pursuit and commitment to our investors. We believe this discipline offers you the potential for higher returns with lower risk over time."
All of Heartland's portfolio managers are typically available to the media. Read some of their recent comments on our Media Mentions page.
8/20/10: Heartland Advisors Named a "Top Milwaukee Workplace" by The Business Journal
8/5/10: Heartland Advisors Hires Kevin A. Joy as Vice President of Institutional Sales
6/13/10: Heartland Advisors, Inc. Commended on Superior Customer and Employee Engagement from Allegiance, Inc.
3/25/10: Heartland Select Value Fund Named "Best Multi-Cap Value Fund" by Lipper
Past performance does not guarantee future results. Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market. An investment in the Funds involves risks, including loss of principal.
Dave Ribbens and Bill Nasgovitz are Registered Representatives of ALPS Distributors, Inc.
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.
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.
Dave Ribbens 414-977-8709 dribbens@heartlandfunds.com Senior Vice President, Head of Distribution Heartland Advisors, Inc. 789 N. Water Street Milwaukee, WI 543202 Bio
For account related questions, please call Shareholder Services at 800-432-7856 between 8 a.m. and 7 p.m. CST, Monday through Friday.