Business Details
17 Years
experience
Expert Investment Advisory Services in Arlington, VA
Grey Owl Capital Management is a Virginia-registered investment advisory firm dedicated to delivering superior absolute investment returns for our clients. Our approach combines deep research, patience, and selectivity, mirroring the strategic hunting behavior of the Great Grey Owl. We employ a concentrated portfolio strategy, committing substantial capital when risk/reward dynamics favor our clients. Our tactical adjustments to market exposure are driven by valuations and sentiment, ensuring flexibility across asset classes. With over 38 years of combined leadership experience, our team prioritizes capital protection and growth while maintaining transparency in our decision-making process. Clients access our services through separately managed accounts custodied at Fidelity, ensuring secure and personalized investment solutions.Our philosophy rejects excessive diversification, focusing instead on high-conviction opportunities that align with our growth-oriented objectives. The firm's leadership brings decades of expertise from Merrill Lynch, mutual fund management, and investment technology sectors. We maintain rigorous compliance with CFA Institute standards, reinforcing our commitment to ethical practices. Our client-centric model emphasizes timely communication and tailored support for transactional and informational needs. This structured yet adaptive framework positions us to navigate complex markets while maintaining our core principles of wisdom and precision.
Services
Investment Advisory
Portfolio Management
Financial Planning
Asset Allocation
Risk Management
Details
- Year established: 2009
Highlights and features
- We maintain a concentrated portfolio strategy for high-conviction opportunities
- Our tactical adjustments respond to market valuations and sentiment
- Leadership team has combined 64 years of financial industry experience
- We operate under CFA Institute Code of Standards compliance
- Clients access investments through secure Fidelity custodied accounts
Services
Investment Advisory
Our investment advisory services focus on capital appreciation through strategic asset allocation. We employ a concentrated portfolio approach, adjusting market exposure based on valuations and sentiment. Clients benefit from our disciplined process that combines deep research with tactical flexibility across multiple asset classes.
Portfolio Management
We offer customized portfolio management solutions through separately managed accounts. Our approach emphasizes concentrated positions when risk/reward characteristics are favorable. The strategy maintains flexibility between 50-150% long exposure to equities and credit-risk bonds while prioritizing capital protection and growth.
Financial Planning
Our financial planning services integrate with investment management to create comprehensive wealth strategies. We focus on long-term capital appreciation while considering income needs through coupons and dividends. The approach maintains strict risk controls through continuous market exposure adjustments based on valuation metrics.
Asset Allocation
We implement dynamic asset allocation strategies that adapt to changing market conditions. Our process evaluates risk/reward characteristics across asset classes to optimize portfolio positioning. This tactical approach allows us to adjust exposure levels while maintaining our growth-oriented investment objectives.
Risk Management
Our risk management framework incorporates continuous market exposure adjustments based on valuations and sentiment analysis. We employ a disciplined approach to mitigate downside risks while maintaining upside participation through strategic portfolio positioning and concentrated investment allocations.
People
C. Eric Brugel
Managing Director
CFA charterholder with 38 years of financial industry experience. Former Merrill Lynch Private Wealth Advisor and mutual fund company president. Holds BS in Finance from Penn State University where he was NCAA All-American wrestler.
Jeffery S. Erber
Managing Director
CFA charterholder with 26 years of corporate management and investment experience. Former Merrill Lynch Private Wealth Advisor. Holds Master's in Computer Science and Bachelor's in Public Policy from University of Chicago.
Janet Rakoczy
Associate, Marketing and Client Service
29-year investment management veteran with expertise in operations, compliance, and research. Manages client communications and ensures timely transaction processing and information delivery for Grey Owl Capital Management clients.
Questions
What investment approach does Grey Owl use?
We use a focused, tactical, growth-oriented approach with concentrated portfolios and dynamic market exposure adjustments based on valuations and sentiment.
How does your portfolio strategy work?
Our strategy maintains 50-150% long exposure to equities and credit-risk bonds, adjusting positions based on risk/reward characteristics and market conditions.
What services do you offer clients?
We provide investment advisory services through separately managed accounts custodied at Fidelity, focusing on capital appreciation through strategic asset allocation.
How do you manage risk in portfolios?
We mitigate risk through continuous market exposure adjustments, concentrated position sizing, and maintaining strict adherence to valuation-based investment decisions.
What experience does your team have?
Our leadership team has combined 64 years of financial industry experience, including roles at Merrill Lynch, mutual fund companies, and investment technology firms.
How are client accounts structured?
Client accounts are structured as separately managed accounts custodied at Fidelity, providing secure and transparent access to our investment strategies.
