INVEST, DON’T HUSTLE
INVEST, DON’T HUSTLE REUBEN BEELDERS Chief Investment Officer June 2022
THE PERENNIAL INVESTOR
CASPARUS TREURNICHT Portfolio Manager MEGAN FRASER Business Development June 2022
DOWNWARD DOGS AND CHEERY CONSENSUS
A Personal Perspective Megan Fraser May 2022 As a beginner
THOSE WHO FOUGHT WELL DID NOT LOSE
Reuben Beelders, Chief Investment Officer Megan Fraser, Head: Sales &
BEYOND BOUNDARIES: FEBRUARY 2022
This is an extract from our February 2022 newsletter, Gryphiti,
FIGHT, FLIGHT, FREEZE
A letter to our CIO February 2022 Dear Reuben Looking
INFLATION, ASSET ALLOCATION, PATIENCE AND OTHER CHALLENGING THINGS
Multi Asset Fund Update: February 2022 Abri du Plessis &
UPDATED: SIMPLE, BUT NOT EASY
Updated version: Unpacking Gryphon’s Proprietary Indicators Abri du Plessis -
THE LESS THE FRICTION, THE FURTHER YOU GO
THE LESS THE FRICTION, THE FURTHER YOU GO Casparus Treurnicht
LET’S TALK ABOUT RISK, BABY…
LET’S TALK ABOUT RISK, BABY Reuben Beelders – Chief Investment
GRYPHON MULTI ASSET FUND UPDATE
AUGUST 2021 There may be investors in the Gryphon multi
CORRELATION CONVERSATION
MEGAN FRASER Business Development & Marketing June 2021 While fund
OP-ED PIECE # 2: GRYPHON ON SIGNALS AND NOISE
25 May 2021 Based on our ongoing commitment to providing
WISDOM OF THE AGES IV: SOWING AND REAPING
REUBEN BEELDERS Chief Investment Officer May 2021 We see a
WISDOM OF THE AGES III: GREED & FEAR
REUBEN BEELDERS Chief Investment Officer May 2021 It is often
WISDOM OF THE AGES II: KNOWING AND TRUSTING YOURSELF
REUBEN BEELDERS Chief Investment Officer May 2021 “I have often
WISDOM OF THE AGES I: INTRODUCTION
REUBEN BEELDERS Chief Investment Officer May 2021 Is investing an
CHANGING GEARS: PROTECTING CAPITAL
Abri du Plessis, Portfolio Manager Reuben Beelders, Chief Investment Officer
BEAUTIFUL, BUT BORING
CASPARUS TREURNICHT Portfolio Manager MEGAN FRASER Business Development & Marketing
BONDS, GOVERNMENT BONDS
BONDS, GOVERNMENT BONDS Abri du Plessis, Portfolio Manager Reuben Beelders,
ARE WE THERE YET?
MARCH 2021 ARE WE THERE YET? REUBEN BEELDERS - Chief
GRYPHON MA FUNDS: UPDATE
FEBRUARY 2021 QUICK REVIEW OF THE MULTI ASSET FUNDS: The
THE STORY OF THE CHINESE FARMER
Reuben Beelders Chief Investment Officer Megan Fraser Business Development &
ONE TRICK PONY….OR DARK HORSE?
REUBEN BEELDERS Chief Investment Officer MEGAN FRASER BD & Marketing
GRYPHON MA FUNDS: PERFORMANCE UNPACKED
REUBEN BEELDERS Chief Investment Officer 14 October 2020 The Gryphon
COVERING EVERY ANGLE
REUBEN BEELDERS Chief Investment Officer, Portfolio Manager September 2020 Many
Avoid News – Towards a Healthy News Diet
By Rolf Dobelli Prologue This article is the antidote to
SWIPE RIGHT TO INVEST
Megan Fraser Business Development & Marketing August 2020 For those
A SENTENTIOUS ESSAY
Reuben Beelders - Chief Investment Officer Megan Fraser – Business
SOUNDS OF SILENCE
REUBEN BEELDERS Chief Investment Officer MEGAN FRASER Business Development &
IMPASSIVE INVESTING
Casparus Treurnicht Portfolio Manager July 2020 Hindsight bias is a
THE FLIP SIDE OF THE COIN
Casparus Treurnicht Portfolio Manager July 2020 The common rhetoric of
GRYPHON DIVIDEND INCOME FUND: PAUSE & REVIEW
REUBEN BEELDERS CHIEF INVESTMENT OFFICER & PORTFOLIO 31 March 2020
THE ROAD LESS TRAVELLED
Megan Fraser Head: Business Development & Marketing “It was the
MAKING CASH SWEAT
ENGAGING GRYPHON: MAKING CASH SWEAT Friday, 29th May 2020 The
PAYING THE FERRYMAN
Megan Fraser Head: Business Development & Marketing It has become
CAN MARKETS BE TIMED (OR, THE COST OF FOMO?)
Abri du Plessis Portfolio Manager/Economist 07 May 2019 The South
BE CAREFUL WHAT YOU WISH FOR
Megan Fraser Head: Business Development & Marketing ‘Be careful what
SIMPLE, BUT NOT EASY
UNPACKING GRYPHON'S PROPRIETARY INDICATORS Abri du Plessis - Portfolio Manager
OP ED # 1: NEVER PAT A BURNING DOG AND OTHER USEFUL TIPS
Reuben Beelders Chief Investment Officer March 2020 As a result
THE WINTER IS COMING, JON SNOW
THE STORY OF DIVIDEND INCOME FUNDS Bennie Gerber – Compliance
HOW TO CATCH A FALLING KNIFE
19 MARCH 2020 How do you catch a falling knife?
ASSET ALLOCATION IS IN; STOCK SELECTION IS OUT!
According to research studies and related publications circulated globally, we
WARREN BUFFET ON INDEXATION
Some of you may be aware of the bet that
ICARUS AND EQUITIES
Reuben Beelders Chief Investment Officer May 2019 In Greek mythology,
“A RISING TIDE LIFTS ALL BOATS”
Casparus Treurnicht – Portfolio Manager July 2019 We’ve all heard
WAITING FOR THE LIGHTS TO CHANGE
Reuben Beelders – Chief Investment Officer October 2019 “I don’t
TORTOISES AND HARES ARE INVESTORS TOO
Reuben Beelders - Chief Investment Officer October 2019 “Rule No.
INVESTING IN THE TAO (pronounced Dow)
Megan Fraser Head: Business Development & Marketing March 2020 “DO
INDEXATION IN BULL MARKETS AND IN BEAR MARKETS
CL Treurnicht – Portfolio Manager – Gryphon Asset Management November
PERFORMANCE – THE CONUNDRUM OF CONSISTENCY
In previous articles we’ve illustrated that if you invested in
INDEXATION: IT’S NOT ONLY ABOUT FEES…
Casparus Treurnicht |Portfolio Manager |17th January 2019 The majority of
YOUR EMOTIONS MAY BE OUT OF CONTROL; INDEXATION NEVER IS!
Hindsight bias is a term used in psychology to explain
PERFORMANCE CONSISTENCY
It is often debated whether managers do outperform their benchmarks
IGNORE ONE YEAR PERFORMANCES
Investors are obsessed with short-term gains and, in this desperate
WHAT ABOUT CONCENTRATED POSITIONS IN AN INDEX?
Should investors be concerned about concentrated positions in an index
HOW SMART IS SMART BETA?
In a recent publication by a reputable financial news team,
CHOOSING THE RIGHT INDEX FUND
It is no secret that most active fund managers consistently