About Saddle Peak Asset Management
- Founded in 2005
- Financial - Wall Street Experience
- Douglas Grey – 20 Years
- Two Investment Strategies
- Hedge Fund
- Traditional Long-Only
Before founding Saddle Peak Asset Management, LLC, Mr. Grey was a Portfolio Manager at Pacific Financial Research. He was one of the co-managers of the Clipper Focus Fund with the responsibility for rebalancing the portfolio. At his departure the fund had grown to $1.4 billion. In the year 2000, he shared Morningstar Manager of the Year honors with the other Clipper Fund’s portfolio managers. His institutional accounts varied from major US corporations to college endowments to private families. The accounts had a long duration with Pacific Financial Research and inception dates back to 1990 and the late eighties. The accounts varied from discretionary balanced accounts to fully invested all equity accounts. Mr. Grey is known for his passion for value investing and has taught the Investment course at Pepperdine University. From his start at Pacific Financial Research in 1986 until his departure in 2005, Pacific Financial Research had grown from just over $1 billion to $17.7 billion. He believes client’s absolute return is the foundation of success. Mr. Grey’s educational background includes an MBA from the University of Chicago and undergraduate majors in Mechanical and Materials Engineering and Economics (Vanderbilt University).
