My guest on the show today is Chet Rastogi, Partner and Portfolio Manager of Heron Bay Capital Management. Chet is a seasoned investor who helps the firm run both its discretionary and systematic strategies. In this interesting conversation, we discussed:
- Heron Bay’s definition of a quality company;
- What it means to be a good steward of clients’ capital;
- Why the firm employs both discretionary and systematic strategies;
- How he thinks about concentration in both types of strategies; and
- The case for continuing to run a microcap strategy
For more information about Heron Bay Capital Management, please visit: www.heronbaycap.com/
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