News & Insight
Quarterly Letters
Third Quarter 2012 - Massive central bank intervention across the developed world seems to have stabilized the world economy (for the time being). Either way, we think our two latest investments, Weight Watchers and LabCorp, should fare quite well in most economic environments.
Second Quarter 2012 - The world economy appears to be decelerating. There is evidence that US fiscal and monetary policy is becoming less effective. We are positioned conservatively.
Second Quarter 2011 - We share our thoughts on the debt ceiling drama and why we think the media's focus misses the point. We also discuss four new investments: Lexmark, Las Vegas Sands, The Howard Hughes Corporation, and Diana Containerships.
First Quarter 2011 - We examine the market's performance and explore economic underpinnings and valuations. We utilize charts and graphs to try and get a clear picture that keeps things in context.
Second Quarter 2010 - We deviate slightly from our typical style of quarterly letter and focus on two specific holdings in our portfolio: Transocean and Apollo Group.
Fourth Quarter 2009 - We discuss the market's current valuation, whether to buy 80-cent dollars or wait for 50-cent dollars, and the history of range-bound markets.
Second Quarter 2009 - We examine the government's "stimulus" programs, dissect the recent stock market rally, and provide our thoughts on investing after the crash.
Press Releases
June 2, 2010 - Grey Owl Capital Management Marks One-Year Anniversary Grey Owl Capital Management will host an open house to celebrate a very successful first year amidst one of the most volatile economic and stock market environments in history. The firm simultaneously announced the hiring of their newest associate, Valori Infanger, who will be responsible for client service and marketing.
April 20, 2010 - Goldmans Alledged Fraud: Is Anyone Really Surprised? Grey Owl Capital Management Advises Retail Clients of Goldman Sachs and Other Large Brokerage Firms to Seek Independent Advice to Identify Conflicts of Interest
August 24, 2009 - Grey Owl Capital Management, LLC Launches New Investment Management Business: Industry Veterans See Opportunity to Create Differentiated Investment Firm Following the Exposure of Wall Street's Flawed Approach
Articles
October 29, 2009 - Non Profit News - Trend: When Tactical Opportunities Knock For Investors
September 1, 2009 - Markets Media LLC - Mortgage REITS Still Offer Good Returns
August 25, 2009 - Washington Business Journal - Partners start Grey Owl Capital Management
August 25, 2009 - Investment News - Ex-Merrill wealth advisers form Grey Owl Capital Management

