In the first quarter, capital markets were volatile, to say the least. Domestic equity markets continued post-election optimism through...

A mixture of economic, political and geopolitical factors led to significant volatility in the U.S. financial markets during the fourth...

In the third quarter, equity and fixed income markets recorded positive returns as optimism was fueled by continued economic growth...

We have been asked repeatedly “why don’t you own Nvidia?” The answer, simply, is high valuation.

Equity markets sustained their upward momentum in the first quarter of 2024, pushing many large capitalization stocks to fresh all-time...

One of the great parlor games of Wall Street pundits is to forecast the value of the indices for the upcoming year. 2022 was another...

The third quarter market activity reminded investors of two facts: 1) the equity markets are subservient to the larger debt markets, and...

The quarter began with some trepidation in the markets due to a banking crisis, which was a result of a few poorly run institutions and...

In the first quarter of 2023, the market continued its rebound off the October 2022 low and many of last year’s biggest losers became...

As we leave 2022 in the rear-view mirror, many of us will bid it “good riddance”. From the market high on January 3rd, a barrage of news...

The third quarter brought continued tumult and market volatility. The S&P 500 increased 12.75% from July 1 until August 16 on the notion...

As most of you are likely aware, the second quarter brought market volatility with an overall downward trend. The equity markets...

The first quarter of 2022 was remarkable for a couple of events: the persistent pressure of inflation on the economy and the Russian...

Despite facing unprecedented stresses due to another year of COVID-19, the equity markets experienced outstanding returns in 2021. Who...

At Heron Bay Capital Management, we believe quality businesses with superior economics will generate superior investment results over the...

In the second quarter of 2021, we saw some volatility related to concerns about inflation and the consequent effects on interest rates....

In the first quarter of 2021, we saw very positive market performance in equities that was largely attributable to several factors:...

We launched Heron Bay Capital Management on January 1, 2020 with great excitement and enthusiasm. Our vision was and is to be a boutique...

It has been a year for the record books. A market which started the year on an optimistic note, had an unprecedented rapid decline, the...

What a difference a few weeks can make! Following one of the sharpest declines in history during the first quarter of 2020, we saw one...