Gerard Heffernan's Contact Details

Gerard Heffernan's Company Details

Walthausen & Co LLC

Ballston Spa, NY, US • 10 - 19 Employees
Financial Services

Walthausen & Co., LLC is a limited liability company founded in August, 2007 by John Walthausen. He was joined by the investment team that had worked with him previously at Paradigm Capital Management. The firm manages three domestic equity strategies in small and micro capitalization companies. Over the ensuing years, the firm has built a solid advisory business with assets under management of approximately $516 million as of December 31, 2021.The investment team endeavors to provide returns in excess of their stated benchmarks over a market cycle by discovering value in companies that they believe are trading below their underlying value and over time will appreciate to reflect their legitimate worth.The firm's principal place of business is in Malta, NY, about a three hour drive north of New York City. The investment team brought with them from their previous firm the same disciplined investment philosophy and process along with a commitment to providing superior long term returns and client service to clients and investors.The firm provides advisory services to both institutions through separate accounts, and individuals via mutual funds, offering three micro-cap and small cap domestic equities strategies: Micro Cap Value, Small Cap Value and Focused Small Cap Value.Important Disclosures:https://www.walthausenco.com/disclosures/