Disciplined. Focused.
Heron Bay Capital Management serves as an equity investment manager and financial advisor within a decentralized family office structure. The team specializes in stock selection and investment management, utilizing a fact-based research process, and deploys proprietary institutional-quality equity investment strategies to serve institutions and private clients.
Equity strategies share a common investment philosophy:
- Stocks represent operating businesses.
- High quality businesses should be the core of an equity portfolio.
- Concentrate capital in the best investment prospects.
Independent. Specialized.
Heron Bay Capital Management was established to offer uncompromised service to clients in an aligned business model. Points of differentiation and alignment include:
- The firm employs a logical investment philosophy and consistently applied research process.
- Portfolio management embraces a multi-faceted risk management framework to balance diversification and concentration.
- The team acts as fiduciaries and does not sell commissioned products.
- Heron Bay is independently owned by employees with an entrepreneurial mindset.
- Partners invest their family capital alongside clients.