Welcome

Grey Owl Capital Management, LLC is a Virginia-registered investment advisor whose goal is to provide superior absolute investment returns for our clients. We provide a go-anywhere, opportunity-driven investment process that seeks out the best alternatives for capital appreciation across multiple asset classes. Clients can currently access this process through our separately managed account platform with assets custodied at Fidelity.

Why Grey Owl? The Great Grey Owl is a bird of prey.  An opportunistic hunter, the owl is patient, will wait for ideal conditions, and travel great lengths in search of food.  The bird has excellent sight and hearing, as well as the ability to crash through a foot of heavy snow to snare a fast moving meal. Owls are also a symbol of wisdom in many cultures.  All an ideal analogy, we think, for a firm whose investment process is rooted in deep research, patience, and selectivity.

Latest News / Updates

February 2024 Fourth Quarter Letter
Several new positions; still cautious.

October 2023 Third Quarter Letter
Cautious for now, but open-minded and ready to adjust

July 2023 Second Quarter Letter
Defensive posture continues amid
contracting economic indicators

Grey Owl’s Recent Missive
Of Forest Fires and Markets

Value Investor Insight 12/15 Excerpt
VII’s Disconnect? Column highlights
GOCM’s analysis of New Senior
Investment Group (NYSE: SNR)