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Will Nasgovitz : Value stocks in all sizes
Submitted by admin on Fri, 01/25/2008 - 11:07
The portfolio managers at Heartland Select Value Fund don't much care how big a stock is as long as the company fits their main criteria of an improving business trading at a discount.
"We're a multicap value fund with an ability to invest regardless of a stock's size," said Will Nasgovitz, co-manager of the roughly $332 million portfolio (HRSVX) .
"If you want to be good at a multicap strategy, you need to be great in the small-cap and microcap space," the fund manager said. "We're bottom-up stockpickers, not closet indexers. We'll go anywhere we can find value, in any sector as well as market cap."
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