General Investing >> Money Manager Interviews >> May 9, 2022

Three Small-Cap Companies Poised for Positive Inflection

Heffernan, Gerard
Gerard Heffernan, Jr., CFA, is a Managing Director at Walthausen & Co. LLC and a portfolio manager on all three of Walthausen’s strategies. Prior to joining Walthausen in 2018, he was an investment consultant to Linde Hansen & Co., where he was developing a micro-cap value strategy. Prior to Linde Hansen, Mr. Heffernan was a partner and portfolio manager at Lord Abbett & Co. where he was the founding portfolio manager on the Lord Abbett Micro Cap Value fund from 1998 to 2013 and portfolio manager on the Lord Abbett Small Cap Value Fund from 2009 to 2013. Prior to Lord Abbett, Mr. Heffernan was a portfolio manager at CL Capital Management Company. He received a B.S. degree in business administration from Villanova University. Profile
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TWST: Can you tell me about the firm?

Mr. Heffernan: The firm started in 2007. It was started by John Walthausen, when he saw opportunity at