General Investing >> Money Manager Interviews >> September 7, 2014
An Investment Philosophy Based on the Three Drivers of Return
James E. Breece, CFA, is a founding member of Spears Abacus Advisors LLC and a Principal in the firm. He is a Portfolio Manager of The BeeHive Fund (BEEHX) and a member of the firm’s investment committee. Prior to Spears Abacus Advisors LLC, he was an Analyst at Abacus & Associates. He received a B.A. from Kenyon College in 2004 and serves as a member of the Kenyon Fund Executive Committee. He became a CFA charterholder in 2009. Profile
TWST: The roots for The BeeHive Fund go back a very long way. Can you talk about that history a bit?
Mr. Breece: Spears Abacus grew out of a single family investment company that was