News & Insight

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

Quarterly Letters

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.

First Quarter 2010 - We discuss multiple sources of sovereign risk that could present near-term problems for US equity markets.  On a positive note, we describe the resilience of companies which, by extension, provides equity investors more ways to survive and thrive in difficult environments.

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.

Third Quarter 2009 - We question the veracity of the V-shaped recovery thesis, the sustainability of the growing national debt, the implications of doubling the monetary base, and the impact of all three items on stock market valuation.  Plus we discuss "margin of safety" and "career risk."

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.

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