General Investing >> Money Manager Interviews >> November 16, 2018

Using a Thematic, Bottom-Up Approach to Invest in Global Financial Services

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 a little bit about the firm?

Mr. Heffern: Yes. The firm manages a now nearly two-year-old long/short fundamental