Heron Bay Capital Management ("HBCM") has been named to the prestigious PSN Top Guns List of best-performing separate account strategies as of Q2 2025. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers to compare performance across peer groups.
Two of HBCM’s proprietary equity strategies were named Top Gun Strategies:
• Large Cap Select – A concentrated domestic equity strategy achieved “1 Year” and “3 Year” awards relative to the Large Cap, Large Cap Value, and US Value universe. These awards indicate that the strategy achieved one of the top ten returns over a one-year and three-year period relative to other investment managers with comparable strategies.
• U.S. Small and Mid Capitalization (SMID) – A concentrated domestic equity strategy achieved a “1 Year” award relative to the Mid Value and Small-Mid Value Universe. These awards indicate that the strategy had one of the top ten returns over a one-year period relative to investment managers in the same universe.
“We seek to build portfolios of resilient businesses with enduring cash flows and ample growth opportunities. Our clients are thrilled to be working with professionals that control risk through stock selection, not making macroeconomic judgments. With this steadfast approach, we can remain invested for clients who will benefit from long-term compounding. Heron Bay is pleased to be a PSN Top Gun Award winner because we know that we’ve done well for our clients,” said Paul Seizert, Chief Operating Officer of Heron Bay Capital Management.
The complete list of PSN Top Guns and an overview of the methodology can be found at [https://informaconnect.com/zephyr/psn-top-guns/]