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Heartland Select Value Fund Investor Class (HRSVX)
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21.55
+0.26
+1.22%
15/10 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 110.56M
Heartland Select Value Investor
21.55
+0.26
+1.22%
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HRSVX Overview
On this page you'll find an in-depth profile of Heartland Select Value Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of HRSVX 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 |
|---|---|---|---|
| Troy W. McGlone | - | 2020 | 2020 |
| Biography | Troy McGlone, CFA, is Vice President and Co-Portfolio Manager for the Select Value Fund and its corresponding Opportunistic Value Equity Strategy. He was a Research Intern during the summer of 2013, joined the Investment Team full-time in 2014, and was promoted to his current role in 2019. Previously, McGlone was a Portfolio Finance Analyst for five years at Stark Investments, an alternative investment firm. He initially joined Stark as a Securities Lending Analyst. He earned a Master of Business Administration in Applied Securities Analysis at the University of Wisconsin-Madison in 2014. His bachelor’s in finance was earned at the University of Wisconsin-Milwaukee in 2006. | ||
| Colin P. McWey | - | 2015 | 2020 |
| Biography | McWey began at Heartland in 2009 as a Research Analyst. He assumed portfolio management responsibilities in 2010. He has been Lead Manager of the Mid Cap Value Strategy since January 2013 and became Lead Manager of its corresponding Fund at the Fund’s inception in October 2014. He was named co-Portfolio Manager of the Select Value Fund and its corresponding Strategy in 2015. Prior to joining Heartland, McWey worked in several capacities at Bank of America’s investment banking subsidiary, Banc of America Securities. He developed expertise in the fixed income markets and corporate finance, along with the Health Care and Financials sectors. His most recent position at Bank of America was Vice President of Debt Capital Markets, in which he was responsible for the origination and execution of public debt and hybrid capital securities offerings. He graduated from Vanderbilt University in 2001 with a bachelor’s in economics and history. | ||
| Will R. Nasgovitz | Portfolio Manager | 2006 | 2020 |
| 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. | ||
| David C. Fondrie | vice president and Portfolio Manager | 2004 | 2017 |
| Biography | Mr. Fondrie, who also serves as Portfolio Manager for Heartland Advisors’ advisory clients, is a Senior Vice President of Heartland Advisors, and served as Chief Executive Officer of Heartland from May 2006 to May 2012 and Director of Heartland Advisors until December 2014. He served as Director of Equity Research for Heartland Advisors from 2001 to 2011, having joined the firm in December 1994 as an Equity Research Analyst. Previously, he had been President of Casino Resource Corporation from 1993 to 1994, Executive Vice President and Chief Financial Officer of Ransomes, Inc. from 1987 to 1991, and a Senior Manager and in other capacities with Price Waterhouse, LLP from 1976 to 1987. Mr. Fondrie received a BBA in Accounting from the University of Wisconsin-Madison. | ||
| Theodore D. Baszler | Portfolio Manager | 2004 | 2015 |
| Biography | Ted Baszler received his BBA degree in Accounting from the University of Wisconsin-Whitewater. Mr. Baszler is a Chartered Financial Analyst as well as a Certified Public Accountant. Since 1994, he has been employed by Heartland Advisors in various positions and most recently as Vice President and Portfolio Manager. | ||
| Hugh F. Denison | Portfolio Manager | 2004 | 2012 |
| 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. | ||
| Gerry M. Sandel | Senior Vice President, Director | 1999 | 2004 |
| Biography | Sandel is senior vice president and director of equity research with Heartland Advisors, his employer since August 1999. Previously, he was a senior vice president and principal with Stein Roe & Farnham from July 1997 to August 1999. Prior to that, he spent four years as a vice president with M&I Investment Management. He also spent two years as a vice president and director of equity research with Acorn Asset Management and four years as a vice president with Abraham & Sons Asset Management. | ||
| Eric J. Miller | Managing Director | 1999 | 2004 |
| 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. | ||
| William J . Nasgovitz | CEO | 1999 | 2002 |
| 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. | ||
| James P. Holmes | Portfolio Manager | 1996 | 1999 |
| Biography | Holmes is currently a portfolio manager with Heartland Advisors, Inc., his employer since 1996. Previously, he was a managing director at Dreman Value Management, where he was actively involved in research efforts and portfolio management. Prior to that, he was a managing director at ValueQuest Ltd., and a portfolio strategist with the Ford Foundation. While at Ford, he comanaged the research department and worked with the treasurer on investment strategy. | ||
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