Grey Owl Capital Management

Grey Owl Capital Management, LLC is a Virginia-registered investment advisor driven by a passion for generating superior absolute investment returns for our clients. We achieve this through a rigorous, go-anywhere, opportunity-driven investment process that spans multiple asset classes. Our portfolio isn't limited to traditional investments - we explore diverse opportunities with the aim of maximizing returns.

Why Choose Grey Owl Capital Management?

Just like the Great Grey Owl, our namesake, we are opportunistic hunters. We patiently wait for ideal market conditions and tirelessly explore opportunities across various asset classes to unearth the best potential for growth. Our approach is founded on deep research, meticulous selection, and unwavering patience.

Our Team

Our team comprises experienced and accomplished professionals with extensive backgrounds in finance, technology, and marketing. Led by Managing Directors C. Eric Brugel and Jeffery S. Erber, CFA, our team boasts an impressive track record and a deep understanding of the financial landscape. Additionally, we are joined by Janet Rakoczy, who spearheads client communication and marketing initiatives.

Our Investment Process

Our investment process is underpinned by three core tenets: focused, tactical, and growth-oriented.

1. Focused: We maintain a concentrated portfolio and commit capital strategically to opportunities with favorable risk-reward ratios. We believe excessive diversification can often lead to mediocre performance.

2. Tactical: We actively adjust our portfolio allocation based on market valuations and sentiment, aiming to maximize alpha generation. Our exposure to equities and fixed income is diversified, ranging from 50% to 150% depending on market conditions.

3. Growth-Oriented: While capital appreciation is our primary objective, we prioritize diverse sources of return, including dividends and coupons. This ensures a holistic approach to generating consistent and sustainable returns for our clients.