BIRKENSTOCKS AND BIAS
Megan Fraser - BD & Marketing Reuben Beelders - Chief
THE FLIP SIDE OF THE COIN
CL Treurnicht - Portfolio Manager Megan Fraser – BD &
COLOURING OUTSIDE THE LINES
Reuben Beelders Megan Fraser July 2023 We live in a
DENIAL, DEMOSTHENES, & CHARLIE MUNGER
Casparus Treurnicht – Portfolio Manager Megan Fraser – BD &
OP ED # 3 – THE ART OF SOUP
Reuben Beelders – Portfolio Manager Megan Fraser – BD &
ENDURING NOTES TO SELF
Reuben Beelders - Chief Investment Officer Megan Fraser - BD
WHAT WE LEARNED FROM THE OCTOPUS TEACHER
Megan Fraser – BD & Marketing April 2023 In a
FUNDAMENTAL VERSUS SENTIMENTAL
Reuben Beelders – Chief Investment Officer, Portfolio Manager Megan Fraser
NOT SIMPLY PASSIVE (or Only Dead Fish Go With The Flow)
Casparus Treurnicht – Portfolio Manager Megan Fraser – BD &
FLOTSAM, JETSAM, LAGAN AND DERELICT
REUBEN BEELDERS ABRI DU PLESSIS February 2023 Déjà vu, according
ZEN INVESTOR BEGINNER INVESTOR
MEGAN FRASER Business Development & Marketing February 2023 Spending some
ON THE HORNS OF A DILEMMA
Reuben Beelders – Chief Investment Officer Megan Fraser – BD
IT’S COMPLICATED
Reuben Beelders – Chief Investment Officer Megan Fraser – Head:
KNOW WHERE TO HIDE
Reuben Beelders – CIO, Portfolio Manager Abri du Plessis –
TALKING TRACKING
Casparus Treurnicht – Portfolio Manager Megan Fraser – Head of
MAKING RULES, BREAKING CONVENTION
Megan Fraser October 2022 One of my most prevalent characteristics
WITH THE BENEFIT OF HINDSIGHT: WHAT THE INDICATORS REVEALED
Abri du Plessis - Portfolio Manager Reuben Beelders – Chief
GRYPHON MULTI ASSET FEEDBACK JUNE 2022
Reuben Beelders – Chief Investment Officer Abri du Plessis -
WHY NOT SLEEP ON IT?
CASPARUS TREURNICHT - Portfolio Manager MEGAN FRASER – BD &
DON’T BORE US, GET TO THE CHORUS
MEGAN FRASER June 2022 We probably all have a karaoke
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
OP-ED PIECE # 2: GRYPHON ON SIGNALS AND NOISE
25 May 2021 Based on our ongoing commitment to providing
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
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
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
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
HOW TO CATCH A FALLING KNIFE
19 MARCH 2020 How do you catch a falling knife?
WARREN BUFFET ON INDEXATION
Some of you may be aware of the bet that
“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
PERFORMANCE CONSISTENCY
It is often debated whether managers do outperform their benchmarks