General Investing >> Money Manager Interviews >> March 10, 2021

Finding Appealing Valuations in Lagging Banking and Insurance Sectors

Heffern, John A.
John A. Heffern is Principal and Founder of KCA/Princeton Advisors, LLC. His career includes nearly 30 years of senior level portfolio management and equity research mandates. He leverages a deep background in financial services for investment selection across a wide expanse of companies, themes, and factors. The fund follows a qualitatively oriented process in portfolio construction that is unique in the industry. Profile
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TWST: Could you tell me about the firm?

Mr. Heffern: We were founded in late 2016. We’re coming up on our fifth year of operation. We manage