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 the Founder/Principal of KCA/Princeton Advisors. He applies 30 years of portfolio management and research experience, particularly in the areas of domestic small-cap/midcap equities and the financial services sector. He holds both a bachelor’s degree and MBA from the University of North Carolina. 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