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: https://www.heronbaycap.com/

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