CORRELATION CONVERSATION
MEGAN FRASER Business Development & Marketing June 2021 While fund performance and fees are commonly taken into consideration when discussing the construction
OP-ED PIECE # 2: GRYPHON ON SIGNALS AND NOISE
25 May 2021 Based on our ongoing commitment to providing insight and thus (hopefully) appreciation for our somewhat unique approach to investing,
WISDOM OF THE AGES IV: SOWING AND REAPING
REUBEN BEELDERS Chief Investment Officer May 2021 We see a number of similarities in the practices of farming and investing. Planting a
WISDOM OF THE AGES III: GREED & FEAR
REUBEN BEELDERS Chief Investment Officer May 2021 It is often said that two emotions drive financial markets, namely fear and greed. Many
WISDOM OF THE AGES II: KNOWING AND TRUSTING YOURSELF
REUBEN BEELDERS Chief Investment Officer May 2021 “I have often wondered how it is that every man loves himself more than all
WISDOM OF THE AGES I: INTRODUCTION
REUBEN BEELDERS Chief Investment Officer May 2021 Is investing an art, a science, or a craft? In art there are elements that
CHANGING GEARS: PROTECTING CAPITAL
Abri du Plessis, Portfolio Manager Reuben Beelders, Chief Investment Officer 18th May 2021 “This long run is a misleading guide to current
BEAUTIFUL, BUT BORING
CASPARUS TREURNICHT Portfolio Manager MEGAN FRASER Business Development & Marketing March 2021 With all the upheaval and change that the Corona-coaster has
Wisdom of the Ages | Greed & Fear
https://www.youtube.com/watch?v=E-RBy4grP8g
Wisdom of the Ages | Knowing and Trusting
https://www.youtube.com/watch?v=lS4Z47_Z3hQ