General Investing >> Money Manager Interviews >> January 11, 2013
Investing in Fundamentals and Taking Advantage of Volatility
John Heldman, CFA, is President and Portfolio Manager at Triad Investment Management, LLC. He brings over 25 years of experience to the management of investment portfolios. Prior to founding Triad, he was a Senior Vice President and Portfolio Manager with Neuberger Berman. Mr. Heldman has also managed investment portfolios for Deutsche Bank, Scudder Investments and Bank of America, including managing equity funds and serving on the equity strategy committee. He obtained his B.S. in finance and an MBA from Long Beach State University. Mr. Heldman is a CFA Charterholder, and a member of the CFA Institute and CFA Society Orange County. Profile
David Hutchison, CFA, is a Managing Director at Triad Investment Management, LLC. He has 18 years of experience in the investment management industry. Prior to joining Triad, he served as Investment Strategist for Chamberlain Group, directing investment manager research and due diligence. Mr. Hutchison also founded and managed Hutchison Capital, a registered investment adviser. He holds a bachelorís degree in political science from Macalester College and an MBA from the University of Southern California Marshall School of Business. Mr. Hutchison is a CFA Charterholder, a member of the CFA Institute and a board member of CFA Society Orange County. Profile
TWST: Would you please begin with a brief introduction to Triad Investment Management?
Mr. Heldman: I founded the firm in March of 2008. Prior to that, I worked for over 20 years at a