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- Sep 30
- 3 min
3Q 2022 Client Letter
Dear Clients, The third quarter brought continued tumult and market volatility. The S&P 500 increased 12.75% from July 1 until August 16...
- Jun 29
- 6 min
2Q 2022 Client Letter
Dear Clients, As most of you are likely aware, the second quarter brought market volatility with an overall downward trend. The equity...
- Mar 31
- 4 min
1Q 2022 Client Letter
The first quarter of 2022 was remarkable for a couple of events: the persistent pressure of inflation on the economy and the Russian...
- Dec 31, 2021
- 5 min
4Q 2021 Client Letter
Despite facing unprecedented stresses due to another year of COVID-19, the equity markets experienced outstanding returns in 2021. Who...
- Sep 29, 2021
- 5 min
3Q 2021 Client Letter
At Heron Bay Capital Management, we believe quality businesses with superior economics will generate superior investment results over the...
- Jun 30, 2021
- 4 min
2Q 2021 Client Letter
In the second quarter of 2021, we saw some volatility related to concerns about inflation and the consequent effects on interest rates....
- Mar 31, 2021
- 6 min
1Q 2021 Client Letter
In the first quarter of 2021, we saw very positive market performance in equities that was largely attributable to several factors:...
- Dec 31, 2020
- 5 min
4Q 2020 Client Letter
We launched Heron Bay Capital Management on January 1, 2020 with great excitement and enthusiasm. Our vision was and is to be a boutique...
- Sep 30, 2020
- 7 min
3Q 2020 Client Letter
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...
- Jun 30, 2020
- 9 min
2Q 2020 Client Letter
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...
- Mar 31, 2020
- 6 min
1Q 2020 Client Letter
Thank you for your support of our new firm, Heron Bay Capital Management. As an independent firm dedicated to the management of the...