Gryphon Speaks
CORRELATION CONVERSATION
24 June 2021
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, […]
27 May 2021
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 […]
25 May 2021
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 […]
25 May 2021
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 […]
25 May 2021
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 […]
25 May 2021
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 […]
19 May 2021
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 […]
12 April 2021